Creating
There are several different pages that allow a user to create a new transaction instance in addition to the Copy Transaction and Copy Forward Transaction pages. The primary Create Transaction page is the one that opens from the Create button of any Transaction Catalog. The page can also open from a homepage quick link or from configuration into a business role. Two fields exist that are not covered in this "Transaction Overview" section thus far:
Auto Numbering – CGI Advantage contains the ability to generate a Transaction ID based on setup on the Automatic Transaction Numbering reference page. This type of numbering can be required for a transaction code (see the "Transaction Code (Transaction Control)" topic in the Financial Administration User Guide for that requirement) or based on setup on the Automatic Transaction Numbering reference page.
This numbering feature may or may not use a one to four character prefix, which has to be defined on the Automatic Transaction Numbering reference page.
Create Templates – When this indication is set to true, the Continue button will open a new transaction instance with the transaction phase of Template. While you can save the information on the template, actions for Validate and Submit will not appear because those two are not available for templates.
As previously mentioned, there are various Transaction Catalogs within the system.
The Transaction Catalog (DOCATLG) page is the most commonly used catalog as it includes all transactions. There is a separate DOCATLG page for each Advantage application (Administration, HRM, and Financial).
The Vendor/Customer Transaction Catalog (VNDCATLG) is similar to DOCATLG, but it allows you to search for transactions based on Vendor/Customer. Only transactions that have a vendor line will be displayed in this page. It can be used as a complement to the Vendor Transaction History (VTH) page, which allows you to search for specific information related to vendor transactions and is primarily used to view payment status and history. Refer to the “Vendor Transaction History” topic in the CGI Advantage Accounts Payable User Guide for more information about this page.
The Contract Catalog (CNTCATLG) page allows the user to perform a limited search on the CT (where the transaction sub-type equals CT), CMR, MA, and MMR Transaction Types or create the aforementioned transactions. Refer to the “Contract Catalog” topic in the CGI Advantage Procurement User Guide for more information about this page.
The Interface Catalog (INTCATLG) page is also similar to DOCATLG, but it allows you to search for transactions based on the Internal Award Number and/or Tracking Number. This page will only display transactions, where the transaction code record in the Procurement Transaction Control (PRDOC) page has the Viewing on Interface Catalog Search Page flag set to true.
As this INTCATLG page is part of a unique feature in Procurement that is not commonly used, it has been delivered as not searchable on Application Page Registration.
