Search Transaction Record Type

The Search Transaction Record Type zone allows you to search for a transaction record type. This zone contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Transaction Source Used to search transaction record types defined for a particular transaction source. No
    Transaction Record Type Used to search a particular transaction record type. No
    Description Used to search transaction record types with a particular description. No
  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Transaction Record Type Displays the transaction record type.
    Description Displays the description of the transaction record type.
    Transaction Source Indicates the transaction source for which the transaction record type is defined.
    Rule Type Indicates the rule type that is invoked for the transaction record type.
    Note: It has a link. On clicking the link, the View Rule Type screen appears where you can view the details of the respective rule type.
    Edit On clicking the Edit (The Edit Icon) icon, the Transaction Record Type screen appears where you can edit the details of the transaction record type.
    Delete On clicking the Delete (The Delete Icon) icon, you can delete the transaction record type.
    Note: You can delete a transaction record type when:
    • It is not yet used.

    • Rules are not yet defined using the rule type which is invoked by the transaction source and record type combination.

    Copy On clicking the Copy (The Duplicate Icon) icon, the Transaction Record Type screen appears where you can create a new transaction record type using an existing transaction record type.

You can create a new transaction record type by clicking the Add link in the upper right corner of this zone.

Related Topics

For more information on... See...
How to search for a transaction record type Searching for a Transaction Record Type
How to define a transaction record type Defining a Transaction Record Type
How to edit a transaction record type Editing a Transaction Record Type
How to delete a transaction record type Deleting a Transaction Record Type
How to copy a transaction record type Copying a Transaction Record Type