17.2 View Transaction Code Parameters

This topic describes the systematic instructions to view the list of configured Transaction code parameters.

1. Click Account Configurations, and under Account Configurations, click Transaction Code Parameters.
2. Under Transaction Code Parameters, click View.
   The View page displays.

   Figure 17-2 View Transaction Code Parameters

   
   

   
   Description of "Figure 17-2 View Transaction Code Parameters"

   
   

   Tip:

   Click or to switch between the Tile view and the List view.

   Table 17-2 Transaction Code Parameters Tile - Field Description

   Field	Description
   Transaction Code	Displays the Transaction Code.
   Description	Displays the description of the transaction code.
   Availability	Displays the value A, V or I. Where A represents After 'N' day, V represents Value date, and I represents Immediate.
   Authorization	Displays the authorization status of the record. Authorized Rejected Unauthorized
   Status	Displays the status of the record. Open Closed

   The following table describes the action items in the More Options () menu and the action items on the page.

   Table 17-3 Action Items Description

   Action Item	Description
   Unlock	Unlock a record and make amendments.
   Close	Close a record to prevent it from being unlocked and amended.
   View	View the details of a record.
   Delete	Delete a record. Note: Once deleted, the component can no longer be used to define an entity. But entities already defined using the component can continue to use it.
   Reopen	Reopen a closed record.
   Authorize	Authorize a record to make it active and available to define entities. Note: Creator of a record cannot authorize the component. Another user with authorize permissions can.
   Audit	Select to view the Maker, Checker, Status, and Modification Number of a record.
   Errors and Overrides	Select to view all existing errors or warnings on the page.

   Note:

   The actions you can perform depend on your role and the record status.
3. View the details of a Transaction Code Parameters tile.
   1. Click and select View.
      The Transaction Code Maintenance page displays.

      Figure 17-3 Transaction Code Maintenance Page

      
      

      
      Description of "Figure 17-3 Transaction Code Maintenance Page"

      
      
   2. Click Audit.
      A dialog displays the Maker, Checker, Status, and Modification Number.
4. Unlock and update Transaction Code Parameters.
   1. Click and select Unlock.
      The Transaction Code Parameters page displays.

      Figure 17-4 Transaction Code Parameters - Unlock

      
      

      
      Description of "Figure 17-4 Transaction Code Parameters - Unlock"

      
      

      Note:

      The fields that are grayed cannot be updated.
   2. Edit the required fields.

      Note:

      To know more about editing the Transaction Code Parameters, see Configure Transaction Code Parameters.
   3. Click Save.
5. Authorize or Reject the Transaction Code Parameters.
   1. From the Search Filter, search for the required record that is in an Unauthorized and Open state.
   2. Click and select Authorize.
      The View page displays.

      Figure 17-5 Approve the Record

      
      

      
      Description of "Figure 17-5 Approve the Record"

      
      

      Table 17-4 Authorize View

      Field Name	Description
      Mod Number<N>	Indicates the number of times the record was modified. Where N represents the number of modifications. Note: For a newly created record the modification number is 1.
      Done By	Name of the user who performed the latest modification.
      Done On	Date on which the record was modified.
      Record Status	The status of the record. Note: To authorize a record, its status should be Open.
      Once Auth	Specifies if the record was authorized at least once. Note: For a newly created record, the value is No.
      Compare (Button)	Click to compare the modified record with the previous version of the record.
      View (Button)	Click to display the record details.

   3. Click the check box besides Mod Number<N> to select the modified record.
   4. Click Approve or Reject.
      The Confirm dialog displays.
   5. Enter any remarks and click Confirm.
      A toast message confirms the successful approval or rejection of the record.
   6. On the View screen, click Audit.
      The following screen displays. This screen displays Date and Time details of the Branch.

      Figure 17-6 Audit - Branch Time Zone

      
      

      
      Description of "Figure 17-6 Audit - Branch Time Zone"

      
      
   7. Click UTC tab.
      The following screen displays. This screen displays Universal Date and Time.

      Figure 17-7 Audit - UTC

      
      

      
      Description of "Figure 17-7 Audit - UTC"