Transaction Sources

When data comes - in one way or the other - from an external source, it can be useful to keep track of the origin. For this purpose, the principle of transaction sources has been introduced. One can define transaction sources and decide which tables are permitted to use them; these tables are restricted to the ones where the business case is strongest (e.g. claims related tables).

For example, let’s assume that modifiers can come from different sources:

  • some will be keyed in manually

  • some will come from an external source 'MOD COM'

  • some will come from an external source 'MOD US'

The way to handle this, is to start by defining a couple of transaction sources, 'MOD COM' and 'MOD US' and to link them both to the table 'OHI_MODIFIERS'. This has the effect of enabling the use of transaction source for the table. When linking, it is configurable whether it should be shown in the UI by means of an indicator.

When a transaction source is linked to a table, and the display in UI indicator is checked, the corresponding page where the table is used is automatically extended with the fields transaction source (foreign key) and reference code (text item, length 30, mixed case). Also, lists of values that are based on that base table will show the transaction source as well as the reference code.

So in the example, the page for modifiers (FN0014) will automatically show a dropdown list for transaction source (populated with values 'MOD COM' and 'MOD US') and a reference code. This reference code can be seen as a logical key in the external source; usage of it is not required though, but cannot define a reference code without specifying a transaction source.

From a configuration point of view, once an actual row exists for that table and transaction source, it is no longer possible to remove the link between the table and the transaction source. Intheexample, it is not possible to break the link between the table 'OHI_MODIFIERS' and the transaction source 'MOD COM' once an actual record exists in 'OHO_MODIFIERS' where transaction source 'MOD COM' has been used.

Transaction Source

A transaction source has the following attributes:

Field Description

Code

The unique code for the transaction source.

Description

The description of the transaction source.

Active?

If not checked, then it is no longer possible to make a reference this transaction source.

Transaction Source Usage

A transaction source usage has the following attributes:

Field Description

Transaction source

The transaction source that is linked.

Table

The table to which the transaction source is linked.