The Transactions tab on the Create Transaction: <transaction set> window contains five menu options:
File
Edit
View
Reports
Help
When the Transactions tab is active, you can add, modify, delete, or search for a transaction; change to the tree view of the standards library; or create two transaction-related reports.
Adding a new transaction
Choose New from the File menu on the Create Transaction: <transaction set> window when the Transaction tab is active. The New Transaction window displays.
Enter the following information on the New Transaction window:
Transaction Number – the code that identifies this transaction set or message.
Transaction Code – the 2-character group-level code for this transaction set or message.
Transaction Description – a brief textual description of the transaction set or message.
Once you have entered all the information, select OK to return to the Create Transaction: <transaction set> window.
Modifying a transaction
Select a transaction and choose Properties from the Edit menu on the Create Transaction: <transaction set> window when the Transaction tab is active. The Transaction Properties window displays.
On the Transaction Properties window, you can change the same information you entered on the New Transaction window.
Transaction Number – the code that identifies this transaction set or message.
Transaction Code – the 2–character group-level code for this transaction set or message.
Transaction Description – a brief textual description of the transaction set or message.
Once you have made your changes, select OK to return to the Create Transaction: <transaction set> window.
Deleting a transaction
Choose Delete from the Edit menu on the Create Transaction: <transaction set> window when the Transaction tab is active.
When you choose Delete, the program asks you to confirm that you want to delete the transaction before it is permanently removed. If you select:
Yes – the transaction is permanently removed from the standard, and you return to the Create Transaction: <transaction set> window.
No – the transaction is not deleted, and you return to the Create Transaction: <transaction set> window.
Finding a transaction
Choose Find or Find Next from the Edit menu on the Create Transaction: <transaction set> window when the Transaction tab is active. The Find dialog box displays.
In the Find dialog box, enter the text you want to find and select Find to search for the first occurrence and Find Next to search for additional occurrences, or select Cancel to return to the Create Transaction: <transaction set> window.
Changing to the transaction
tree view of the standards library
Choose Standard Tree from the View menu on the Create Transaction: <transaction set> window. When you change views, you automatically exit from the standards library and must reenter in the new view.
Producing transaction-related
reports
When the Transaction tab is active, you can create two reports from the Reports menu on the Create Transaction: <transaction set> window. You can print the Selected Transaction Template report or the Transaction Listing report from the Reports menu. See the Reports chapter for an explanation of these reports.
