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Transaction Attribution

1,375 bytes added, 20:27, 4 October 2013
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6. Click the '''Add Condition''' button.
7==Using Transaction Attribution== 1. Navigate into your User profile. You should see tabs for any transactions your role is permitted to see. 2. Click on one of these tabs.  3. Now when you access the Transaction list view against a user profile then, permissions permitting, they you should see the Attribute Attribution tab.
[[Image:TransAttribute2.png]]
4. Click on the Attribution tab to launch the Transaction Multiple-Attribution window.
[[Image:TransAttribute3.png]]
5. Select the Transaction you wish to attribute to a UTA form the first drop-down list.
[[Image:TransAttribute4.png]]
==Using 6. Once the transaction has been selected you should be presented with all records in your user profile for the selected transaction type. Check the box adjacent to the transaction records you wish to add to the UTA. [[Image:TransAttribute5.png]] 7. On the right hand side of the screen select the UTA you wish to add the records against, and the status of the level one that you wish to attribute them to. [[Image:TransAttribute6.png]] 8. Once the UTA and status have been selected you should be presented with all appropriate level one records based on your permissions. Check the box adjacent to the level one you wish to add to the transaction record against. [[Image:TransAttribute7.png]] 9. Click the Attribute button. [[Image:TransAttribute8.png]] 10. You should be notified that the attribution has been successful. Click OK.[[Image:TransAttribute9.png]] 11. Now when you access th Transaction Attribution==list views against the level one then you should see the transaction record you have just attributed. [[Image:TransAttribute10.png]]
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