Search Transaction Source

The Search Transaction Source zone allows you to search for a transaction source using various search criteria. It 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 for a particular transaction source. No
    Description Used to search transaction sources having 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 Source Displays the transaction source.
    Description Displays the description of the transaction source.
    Account Identifier Type Indicates the type of account identifier that will be received from the transaction source.
    Edit On clicking the Edit (The Edit Icon) icon, the Transaction Source screen appears where you can edit the details of the existing transaction source.
    Delete On clicking the Delete (The Delete Icon) icon, you can delete the transaction source.
    Note: You can delete a transaction source only when it is not yet used in the system.
    Copy On clicking the Copy (The Duplicate Icon) icon, the Transaction Source screen appears where you can define a new transaction source using an existing transaction source.

By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon available in the upper right corner of this zone.

Related Topics

For more information on... See...
How to search for a transaction source Searching for a Transaction Source
How to edit a transaction source Editing a Transaction Source
How to delete a transaction source Deleting a Transaction Source
How to copy a transaction source Copying a Transaction Source