Transaction Configuration

A hierarchy of reference pages is used to establish transactions and provide online controls that enable the application to be configured to meet many of the varying needs of State and Local governments. These pages work in conjunction with many described earlier in the Accounting Configuration tab and other areas in the application such as Security and Workflow.

The configuration of transactions includes the following list of pages:

Hierarchy

• Transaction Category

• Transaction Type

• Transaction Sub Type

• Transaction Control

• Transaction Accounting Controls

• Allowed Event Types for Transaction Type

• Allowed Event Types for Transaction Code

• Event Type Defaults

• AP Event Type Crosswalk

• MD Event Type Crosswalk

• DC Event Type Crosswalk

• Payroll Event Type Defaults

• Miscellaneous Transaction Controls

• Procurement Transaction Controls

• Allowed Accounting Periods for Transaction Code

• Transaction Allowable References

• Transaction Copy Forward Control

• Tolerances

• Automatic Transaction Numbering

This section also includes the ”Setting Up a New Transaction Code” topic.

You can also configure all transaction pages in the Financial application to hide or rearrange COA fields. Refer to the "Transaction COA Display Configuration (COACONF)" topic in the CGI Advantage - Chart of Accounts User Guide for more information.