Copying a Transaction Source

Instead of creating a transaction source from scratch, you can create a new transaction source using an existing transaction source. This is possible through copying a transaction source. On copying a transaction source, the details including the description and account identifier type are also copied to the new transaction source. You can then edit the details, if required.

Prerequisites

To copy a transaction source, you should have:

  • Transaction source (whose copy you want to create) defined in the application

  • Account identifier types defined in the application

Procedure

To copy a transaction source:

  1. Search for the transaction source in the Transaction Source screen.
  2. In the Search Results section, click the Copy (The Duplicate Icon) icon in the Copy column corresponding to the transaction source whose copy you want to create.

    The Transaction Source screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Transaction Source Used to specify the transaction source.
    Note: You cannot specify any special character except underscore (_​) in the Transaction Source field.
    		 Yes
    Description Used to specify the description for the transaction source. Yes
    Account Identifier Type Used to indicate the type of account identifier that will be received from the transaction source. Yes
  3. Enter the required details in the Transaction Source screen.
  4. Click Save.
    The new transaction source is defined.

Related Topics

For more information on... See...
How to search for a transaction source Searching for a Transaction Source
Transaction Source screen Transaction Source