UTA Settings - Transaction

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To enable the ability to access and add Transactions to the Level 1 or Level 2 records in a UTA requires that:

  • Transaction Standard fields are enabled
  • UTA Transaction Settings have been enabled

Transaction Standard fields

Transactions Standard Field, once enabled, will provide access to a list of Transactions enabled against individual Level 1 and Level 2 records.

The Level 1 Transaction Standard field settings also controls visibility of the overall Transactions tab visible from the overall UTA view.


UTA Transaction settings

The Transaction Settings, found on Connectivity tab within UTA Settings, consists of several sections.

Level 1 Transaction Type Settings

TransactionSettings-L1TransTypeSettings.png

  • When transaction types are added to this section using the Lookupbutton.PNG 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 Level 1 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

TransactionSettings-L1TransAccessRole.png

  • When roles are added to this section using the Lookupbutton.PNG 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

TransactionSettings-L2TransTypeSettings.png

  • When transactions are added to this section using the Lookupbutton.PNG 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 Level 2 Types by editing the type and selecting the transaction type in the "Disabled Transaction Types" section.



Level 2 Transaction Access Roles

TransactionSettings-L2TransAccessRole.png

  • When roles are added to this section using the Lookupbutton.PNG 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.



See Also