TR Header

The Header tab lists general information associated with the transfer.

Required/Conditionally Required FieldsRequired/Conditionally Required Fields

The following fields are required, and if left blank are automatically populated by Advantage:

  • Record Date

  • Budget FY

  • Period

The following fields are conditionally required based on site specific setup on the Transaction Control (DCTRL) table:

  • Transaction Name

  • Transaction Description

The following fields are conditionally required if a record is inserted on the tab:

  • Ref Transaction Code

  • Ref Transaction Dept

  • Ref Transaction ID

  • Received Date

  • Name

  • Phone Number