To create a transaction from the Transaction Catalog, perform these steps:
Select the Create button on the Transaction Catalog, if not presented with the Create Transaction screen initially.
Enter the required information. NOTE: ID is required only if Auto Numbering (under Other Options) is not checked.
Enter any remaining fields; for example, the Unit for the transaction. If you are using automatic transaction numbering, select the Auto Numbering check box to have Advantage automatically generate the Transaction ID for this transaction. If you select the Auto Numbering check box, do not fill in the ID field; otherwise, the ID field is required. NOTE: Do not check the Create Template check box since that creates a transaction template and not a transaction that can be processed.
Select Continue. Result: A new transaction page appears in Edit mode. NOTE: Because Advantage opens the transaction in Edit mode, you can start entering information immediately. If you have to exit the transaction before you submit it and then reopen the transaction, you will need to switch to Edit mode by selecting the Edit action from the transaction-level menu, before you can resume entering information.