Associating Transaction (Charge) Codes to a Chain Role
Associate Transaction Codes with a Chain Role
- From the Side menu, select Role Manager, then select Manage Chain Roles.
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Enter a Role and click Search.
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Select the chain role , then click the vertical ellipsis and select Associate Transaction Codes.
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Enter or select a Property.
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In the Available panel, click the transaction codes you want to assign to the role.
Note:
Use the filter to search by entering a specific transaction code or a partial description and clicking Go. -
Click the arrow > to move the selected transaction codes to selected panel.
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Click the arrow < to remove selected transaction codes in selected panel.
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Click the double greater than arrow >> to move all transactions codes matching the search filter to the selected panel.
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Repeat for next property.
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Click Save when finished.
Related Topics
Parent topic: Managing Roles