Copying Transaction Configuration to Multiple Properties

For multi-property operations, transaction management configuration is completed in the template and then copied to all or selected properties. The copy function is available on the Template tab. You can copy transaction groups, transaction subgroups, and transaction codes.

Note:

Dependent configuration such as transaction groups and sub-groups must be copied first or the copy transaction code process will fail.

1. From the Administration menu, select Financial, select Transaction Management, and then select Transaction Groups, Transaction Subgroups, or Transaction Codes, .
2. Click the Template tab.
3. Enter search criteria and then click Search.
4. From search results, select a record, click the row level vertical ellipsis, and select Copy.
5. Select the record you want to copy.
6. Select the Target Properties to receive the copied transaction code.
7. Click Save.
8. Review your selection and then click Copy And Continue.
9. Adjust your selections if needed based on the confirmation message.