Setting Up Transaction Groups
You can use transaction groups to group transaction types together so that you can restrict transaction type availability. For example, for your field engineers, define a transaction group called Field Service that allows them only the transaction types relevant to them, such as Labor, Material, Expense, Upgrade, or Replacement. Whenever field engineers use the Charges window to record charges, they are restricted to the transaction types associated with the transaction group that is linked to the service request.
To define transaction groups:
Your selection here will default in the Charges window when this transaction group is used.
5. Check Depot Repair, Service Request, and/or Field Service to indicate to which modules this group applies.
Note: Checking the Field Service box automatically checks Service Request as well because the field service process begins with a service request.
6. Optionally enter an effective date range.
7. Select a Transaction Type to assign to this group, and optionally enter an effective date range.
You can add as many transaction types as necessary.
See Also
Setting Up Order Transaction Types
Defining Order Types
