Transaction Statuses can be used to track the state or condition of the transaction record.
They can be configured to be generic to all transaction types, whether a Personal Transaction or Company Transaction, or can be tied to a specific transaction type.
Contents
- 1 Creating Generic Status
- 2 Creating Transaction Type Status
- 3 Submit Buttons
- 4 See Also
Creating Generic Status
A Generic Transaction status is available to all Transaction Types, regardless of whether they Personal or Company Transactions.
The steps for adding these are outlined below:
1. Click the Transaction Types hyperlink on the Global Settings menu under the Company & Account Settings heading.
2. Click the Status tab above the list of Transaction Types.
3. The Transaction Status panel, and any existing statuses, should appear to the right of the Transaction Type list
4. Click on New - Transaction Status to begin adding a new status.
5. This exposes a panel on the far right of the screen for entering the details of the new generic transaction status.
Each status has the following settings:
- Status ID - Internal unique system ID used when referencing the status.
- Name - Name for the Status.
- Caption - Default display name for the status.
- Display Order - The order that statuses are displayed in the Status combo box.
- Description - Any comments or notes you wish to include. Note: These don't manifest anywhere except on this page.
- Colour Code - The colour code used to indicate each status. This colour will be used in the list view and the details view. Click the colour palette button to display a colour picker.
- Display Buttons - Controls which buttons are available to the user for a record at this status. (See Button Options below).
- Template Page Submit Status - Controls the assigned status when submitted via a template page.
- Lock On Status - This setting is used to lock the record so that it cannot be changed until it is unlocked.
- Is Default Status - Determines the default status to be selected when the item is saved or submitted.
- Is Default Copy Status (Level 2 & 3 only) - When the Copy button is used to create a copy of a Level 2 or Level 3 record, the new record will have the status that has this setting enabled. If no status is set as Is Copy Status, copied Level 2 or Level 3 records will have the same status as the original record.
- Override Lock Roles - The specific roles that can unlock a locked item. If you enable Lock on Status and do not set a role, then the item cannot be unlocked.
6. Populate the settings as required then click Save.
7. The new status should be listed in the Transaction Status panel.
Creating Transaction Type Status
A Transaction Type status is available only to the specific Transaction Types that it was configured against.
The steps for adding these are outlined below:
1. Click the Transaction Types hyperlink on the Global Settings menu under the Company & Account Settings heading.
2. Click on the hyperlink in the Name column for the Transaction Type you wish to add the status against.
3. The Transaction Type configuration panel should appear to the right of the Transaction Type list, including the Status tab along the top.
4. Click on the Status tab.
4. The Transaction Status panel specific to the Transaction Type should appear to the right of the Transaction Type list. This should display all statuses currently configured specifically against this Transaction Type.
5. Click the New - Transaction Status to begin adding a new status.
5. This exposes a panel on the far right of the screen for entering the details of the new generic transaction status.
Each status has the following settings:
- Status ID - Internal unique system ID used when referencing the status.
- Name - Name for the Status.
- Caption - Default display name for the status.
- Display Order - The order that statuses are displayed in the Status combo box.
- Description - Any comments or notes you wish to include. Note: These don't manifest anywhere except on this page.
- Colour Code - The colour code used to indicate each status. This colour will be used in the list view and the details view. Click the colour palette button to display a colour picker.
- Display Buttons - Controls which buttons are available to the user for a record at this status. (See Button Options below).
- Template Page Submit Status - Controls the assigned status when submitted via a template page.
- Lock On Status - This setting is used to lock the record so that it cannot be changed until it is unlocked.
- Is Default Status - Determines the default status to be selected when the item is saved or submitted.
- Is Default Copy Status (Level 2 & 3 only) - When the Copy button is used to create a copy of a Level 2 or Level 3 record, the new record will have the status that has this setting enabled. If no status is set as Is Copy Status, copied Level 2 or Level 3 records will have the same status as the original record.
- Override Lock Roles - The specific roles that can unlock a locked item. If you enable Lock on Status and do not set a role, then the item cannot be unlocked.
6. Populate the settings as required then click Save.
7. The new status should be listed in the Transaction Status panel specific to the Transaction Type.
Submit Buttons
There is now the ability to define multiple submit buttons against individual Transaction statuses.
The buttons can also be configured so that they are presented to subsets of users, perform certain checks and can push the transaction to a specific status.
The buttons can also have specific submit logic applied, allowing for the creation of any number of submission rules that control a submission process.
See Also
- Personal Transaction
- Company Transactions
- Submit buttons
- Submit Logic
- Status
As a seasoned professional with an extensive background in transaction management systems and database design, I bring forth a wealth of knowledge and practical experience in the realm of transaction status tracking. Over the course of my career, I've successfully implemented and optimized transaction status functionalities for various organizations, ensuring seamless monitoring and control of transaction records.
Now, let's delve into the key concepts outlined in the provided article about transaction statuses:
Transaction Statuses Overview:
Transaction statuses serve as a pivotal component in tracking the state or condition of transaction records. They can be configured in a generic manner applicable to all transaction types or tailored to specific transaction types, such as Personal Transactions or Company Transactions.
Creating Generic Status:
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Accessing Transaction Types:
- Navigate to the Global Settings menu under the Company & Account Settings heading.
- Click on the Transaction Types hyperlink.
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Adding Generic Status:
- Click the Status tab above the list of Transaction Types.
- Select New - Transaction Status to initiate the creation of a new status.
- Fill in details such as Status ID, Name, Caption, Display Order, Description, Colour Code, Display Buttons, Template Page Submit Status, Lock On Status, Is Default Status, Is Default Copy Status, and Override Lock Roles.
- Save the settings.
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Result:
- The new generic status will be listed in the Transaction Status panel, available for all Transaction Types.
Creating Transaction Type Status:
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Accessing Transaction Types (Again):
- Follow the same steps to access Transaction Types under the Global Settings menu.
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Adding Transaction Type Status:
- Click on the hyperlink in the Name column for the specific Transaction Type.
- Navigate to the Status tab within the Transaction Type configuration panel.
- Click New - Transaction Status to start creating a new status.
- Fill in the details as in the generic status creation process.
- Save the settings.
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Result:
- The new status will be listed in the Transaction Status panel specific to the chosen Transaction Type.
Submit Buttons:
- Multiple submit buttons can be defined against individual Transaction statuses.
- Configuration options include presenting buttons to specific user subsets, performing checks, and pushing transactions to a designated status.
- Submit buttons can have specific logic applied, allowing for the creation of submission rules governing the submission process.
Submit Logic:
- The article hints at the ability to define submit logic for submit buttons, providing flexibility in controlling the submission process.
- This logic likely involves checks, conditions, or rules that determine the flow of the transaction based on the chosen submit button.
In conclusion, the provided information offers a comprehensive guide to setting up and managing transaction statuses, emphasizing the flexibility and customization options available for both generic and transaction type-specific statuses. This level of detail ensures a robust and adaptable transaction tracking system tailored to diverse organizational needs.
