Defining a Transaction Source

Prerequisites

To define a transaction source, you should have:

  • Account identifier types defined in the application

Procedure

To define a transaction source:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select T and then click Transaction Source.
    The Transaction Source screen appears.
  3. Click the Add button in the upper right corner of the Transaction Source screen.

    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
  4. Enter the required details in the Transaction Source screen.
  5. Click Save.
    The transaction source is defined.

Related Topics

For more information on... See...
Transaction Source screen Transaction Source