Difference between revisions of "UTA Settings - Transaction"
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=={{l1}} Transaction Type Settings== | =={{l1}} Transaction Type Settings== | ||
[[Image:TransactionSettings-L1TransTypeSettings.png|link==]] | [[Image:TransactionSettings-L1TransTypeSettings.png|link==]] | ||
− | * When [[transactions]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l1}} record. | + | * When [[transactions|transaction types]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l1}} record. |
+ | * Transaction types can then be excluded from specific templates by editing the template > clicking on the View Status button and selecting the transaction type in the "Disabled Transaction Type" section. | ||
<BR><BR> | <BR><BR> | ||
=={{l1}} Transaction Access Roles== | =={{l1}} Transaction Access Roles== | ||
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[[Image:TransactionSettings-L2TransTypeSettings.png|link==]] | [[Image:TransactionSettings-L2TransTypeSettings.png|link==]] | ||
* When [[transactions]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l2}} record. | * When [[transactions]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l2}} record. | ||
+ | * Transaction types can then be excluded from specific types by editing the type and selecting the transaction type in the "Disabled Transaction Types" section. | ||
<BR><BR> | <BR><BR> | ||
=={{l2}} Transaction Access Roles== | =={{l2}} Transaction Access Roles== |
Revision as of 15:54, 27 June 2013
The Transaction Settings page of the UTA consists of several sections.
Contents
Level 1 Transaction Type Settings
- When transaction types are added to this section using the button, a user will be able to associate transactions of this type to a Level 1 record.
- Transaction types can then be excluded from specific templates by editing the template > clicking on the View Status button and selecting the transaction type in the "Disabled Transaction Type" section.
Level 1 Transaction Access Roles
- When roles are added to this section using the button, a user will only be able to access transactions associated to a Level 1 record if they are in one of the assigned roles.
Level 2 Transaction Type Settings
- When transactions are added to this section using the button, a user will be able to associate transactions of this type to a Level 2 record.
- Transaction types can then be excluded from specific types by editing the type and selecting the transaction type in the "Disabled Transaction Types" section.
Level 2 Transaction Access Roles
- When roles are added to this section using the button, a user will only be able to access transactions associated to a Level 2 record if they are in one of the assigned roles.