The Transaction Codes set-up form is accessed via Miscellaneous Options / Maintenance Codes Menu / Transaction Codes and is used to create, edit and delete transaction codes which form the fourth character of the Analysis Code. The Analysis Type and the Cause Code make up the other two elements.
The transaction code is used to detail the type of transaction that is being carried out - for example, an Invoice or Credit Note .
The form is split into three areas. These are the Titlebar, the Transaction Code Record Table and the column of Command Buttons at the bottom of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
This form displays a record table of all the current transaction code records that have been set up. This table is user-defined and may be added to on a regular basis:
The first column in the table displays and allows input of a single character alphanumeric transaction code e.g. I
The second column in the table displays and allows input of a free format thirty character alphanumeric transaction description. e.g. Invoice
The list displays up to a maximum of twenty five transaction code records at any one time. To view the remaining transaction code records the Scroll Bar immediately to the right of the second column can be operated in a number of ways:
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Transaction Codes Records form and returns to the Maintenance Codes Menu.
Provides online access to a context sensitive Help form.
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form. An enquiry is formulated by completing a simple set of verbs and field names. A saved formulated query can be retrieved for future use.
Displays all records. Each field for the record is displayed in the appropriate row with the code displayed in the left-hand column and the field data in the right hand column(s). Selection of this command button makes available several alternative command buttons not available within Column mode:
Refresh
Redisplays the records on the form with any new modifications.
Autorefresh
A checkbox that, when ticked, automatically redisplays all records on the form after an amendment.
Fields
The purpose of this command button is to allow the display of a user-defined selection of fields for every record. This is intended to reduce data entry errors. It is not really applicable to this form.
Column
Displays one record at a time. Within this option, records may be created, amended or deleted.
Whilst within Grid mode, the record table may be edited with a single-right-click of the mouse in either of the two columns which then displays a small menu box with the following options:
- Edit Row
Allows the current transaction code description to be edited. Alternatively, single-left-click into the row, enter the appropriate data and use the Tab key to move to the next column.
- Insert Row
Inserts a blank row above the selected record so that a new transaction code /description may be added.
- Delete Row
Deletes the selected transaction code record.
If a transaction code is deleted it may render one or more Analysis Codes useless. Do not use the delete option before checking to see if the code to be deleted occurs in any of the Analysis Codes.
- Copy
Enables the transaction code description for one record to be copied to other records to speed data entry.
- Filter
Presents a Selection Criteria Box which enables selection of only those records meeting the selection criteria. The following mutually exclusive selection criteria option buttons/fields are available:
- Equals
Searches the Description column for a description matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are displayed.
- Not Equal
Searches the Descriptioncolumn for a description matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are not displayed.
- Greater Than
Searches the Description column for any records with a text character string which is alphabetically higher than the character(s) entered in the data entry box at the bottom of the form. Any records greater than the criteria are displayed.
- Less Than
Searches the Description column for any records with a text character string which is alphabetically lower than the character(s) entered in the data entry box at the bottom of the form. Any records less than the criteria are displayed.
- Contains
Searches the Description column for any records with a text character string containing the character(s) entered in the data entry box at the bottom of the form. Any records meeting the criteria are displayed.
- Range
Searches the Description column for any records with a text character string which is alphabetically equal to or between the character(s) entered in the two data entry box at the bottom of the form. Any records meeting the criteria are displayed.
- No Filter
No filter is applied to the record search. The Reset command button also activates the "No Filter" option.
Sorts the records by the chosen keypath. Upon selection, a Keypath List Box is displayed from which the appropriate keypath (if there is more than one) is selected.
A checkbox that, when ticked, sorts the records in descending order.
Restricts a Sort by allowing entry of a text string from which to start.
Restricts a Sort by allowing entry of a text string at which to finish.
Enables the creation of an additional Transaction record.
Deletes the currently selected Transaction record.
On first accessing the Transaction form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
Saves the current record.
Displays the next Transaction record.
Displays the previous Transaction record.