The Transaction window displays when you first enter the standards “Library” in the Transaction Tree view. There are four menu options on the Transactions window - File, Edit, Reports, and Help. On this window, you can add, modify, delete, or search for a transaction; or create two transaction-related reports. On the <transaction set> window, you can change to the table view of the standards library.
Adding a new transaction
Choose New from the File menu on the Transaction window. The New Transaction window displays.
Enter the following 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.
After you enter all the information, select OK to return to the Transaction window.
Modifying a transaction
Select a transaction and choose Properties from the Edit menu on the Transaction window. 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.
After you make your changes, select OK to return to the Transaction window.
Deleting a transaction
Select a transaction and choose Delete from the Edit menu on the Transaction window.
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 Transaction window.
No – the transaction is not deleted, and you return to the Transaction window.
Finding a transaction
Select a transaction and choose Find or Find Next from the Edit menu on the Transaction window. 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
Find Next to search for additional occurrences
Select Cancel to return to the Transaction window.
Changing to the transaction
table view of the standards library
Choose Standard Table from the View menu on the <transaction set> window. When you change views, you automatically exit from the library and must reenter from the new view.
Producing transaction-related reports
You can create two reports from the Reports menu on the Transaction 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.
