10.2 Transaction Group Maintenance - Create

Using this option, System Administrator can create a new transaction group and can add multiple transactions to a group. Administrator can create multiple transaction groups. Also can add same transactions as a part of multiple groups.

To create a transaction group:

  1. Navigate to the above path.
    The Transaction Group Maintenance screen appears.
  2. Click Create.
    The Transaction Group Maintenance - Create screen appears.

    Figure 10-4 Transaction Group Maintenance - Create



    Table 10-3 Field Description

    Field Name Description
    Group Code Unique group code defined for a Transaction Groups.
    Group Description Group description defined for a Transaction Groups.
    Transactions The list of transactions which are a part of transaction group.
  3. In the Group Code field, enter the code for the transaction group.
  4. In the Group Description field, enter the description for the transaction group.
  5. Click Select Transactions, a transaction drop-down appears with the list of transactions grouped according to the type. Multiple transactions can be selected.

    Note:

    All the transactions for which limit flag is enabled will be displayed according to the type.
  6. Add required transactions to group.
  7. Click Save to save the transaction group details.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  8. The Review screen appears.
    Verify the details, and click Confirm.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  9. The success message of Transaction Group Maintenance saved successfully appears along with the transaction reference number.
    Click OK to complete the transaction.