9.2 Transaction Group Maintenance - Create

This topic describes the systematic instruction to Transaction Group Maintenance - Create option.

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 9-4 Transaction Group Maintenance - Create

   
   

   
   Description of "Figure 9-4 Transaction Group Maintenance - Create"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 9-3 Transaction Group Maintenance - Create - 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. Perform anyone of the following actions:
   • Click Save to save the transaction group details.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.
8. Perform anyone of the following actions:
   • The Review screen appears. Verify the details, and click Confirm.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.

   The success message of Transaction Group Maintenance saved successfully appears along with the transaction reference number.

9. Click OK to complete the transaction.