This page lists the available actions for the automatic creation of transactions from various places in the application, including reference data pages (Vendor Customer) and query pages (Invoicing Search). Each action contains the following:
Action – Signifies which fields need to be copied forward into the target transaction from the source table or transaction. Valid values are coded into the application so that new values cannot be defined without development effort.
Transaction Type – The transaction type to perform the action.
Transaction Code – The transaction code to perform the action.
Action Name –A short, textual description of the action which signifies what is to take place on the target transaction.
Transaction Sub Action – The secured transaction sub action to be processed on the document by which it will be populated.
Transaction Sub Action Name – The name for the sub action.
Transaction Name – The name associated with the selected Transaction Code.
Default – This flag indicates whether the current record is to be considered the default record for its action code when the user is presented with a choice of transactions on the Create Transaction page.
Note: The Populate Transaction Codes process should be run before adding a record to the table for a new cloned transaction.