10.3 Transaction Group Maintenance - Edit

Using this option, System Administrator can update or edit a transaction group by adding / removing the transactions associated with the transaction group for purpose of limit maintenance.

To edit a transaction group:

1. Navigate to the above path.
   The Transaction Group Maintenance - Edit screen appears.
2. Click Search.
   The Transaction Group Maintenance screen with search results appears based on the searched criteria.

   OR

   Click Cancel to cancel the search process.

   OR

   Click Clear to reset the search parameters.

   Figure 10-5 Transaction Group Maintenance - Search

   
   

   
   Description of "Figure 10-5 Transaction Group Maintenance - Search"

   
   
3. Click the Group Code link of the record to view the transaction group details.
   The Transaction Group Maintenance - View screen appears.

   Figure 10-6 Transaction Group Maintenance - View

   
   

   
   Description of "Figure 10-6 Transaction Group Maintenance - View"

   
   
4. Click Edit to add or remove the transactions from the transaction group.
   The Transaction Group Maintenance - Edit screen appears.

   Figure 10-7 Transaction Group Maintenance - Edit

   
   

   
   Description of "Figure 10-7 Transaction Group Maintenance - Edit"

   
   
5. Edit the required details, e.g. Group Description, Transactions.
6. Clicking transaction area, a transaction drop-down appears with the list of transactions grouped according to the type to add a new transaction.
   OR

   click icon to delete an existing transaction from the 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 Transaction Group Maintenance saved successfully appears along with the Transaction reference number.
   Click OK to complete the transaction.