^{System Administration → Transaction Type}

Transaction Type

The Transaction Type screen is where you will define the transaction types available throughout the RoboDX™ system (Fig. 1). For instance, when creating a new template, one of the option fields requires that you choose the type of a transactions an inbound or outbound file is expected to contain. The options that you have to choose from are created here.

^{[Fig. 1]}

Table Columnar Definitions

• #: Table row number.
• Name: Name of the transaction type.
• Description: Description of the transaction type.
• Effective From: Start date that the transaction type will be available throughout system.
• Effective To: End date that the transaction type will be available throughout system.
• Status:
  • Active: Trasnaction type is active if there is no stated Effective To date or a past date in the Effective To field.
  • Inactive: If the Effective To date is a date in the past, the transaction type should show as Inactive, which means that it is no longer available throughout the system.
• Action: Clicking on the edit icon in the Action column for the Transaction Type you would like to edit opens up the Transaction Type Update screen for that transaction.
  
  

Add a Transaction Type

• Click on the Create icon located in the upper-right corner of the screen. The Transaction Type Create screen appears (Fig. 2).
• Fill in the following fields:
  • Name: Name of the transaction type.
  • Description: Description of the transaction type.
  • Effective From: Start date that the transaction type will be available throughout system.
  • Effective To: End date that the transaction type will be available throughout system.
  • Button [Create]: When done entering information, click on the Create button to save your new transaction type. It should now be visible in the transaction type table.
  • Button [Exit]: Click on the Exit button to exit the creation screen. Your transaction type will not be saved.

^{[Fig. 2]}

Edit a Transaction Type

• Click on the edit icon in the Action column for the Transaction Type you would like to edit. The Transaction Type Update screen opens for that transaction type.
• Edit as needed.
• Button [Update]: When done editing information, click on the Update button to save your changes.
• Button [Exit]: Click on the Exit button to exit the update screen. ANy changes since your last save will not be retained.