Transaction Detail Dataset
This template combines fields from the Transaction and Transaction Line record types to list all transactions entered during a specific time period. It forms the source data for the Transaction Detail Workbook.
Dataset Configuration
The Transaction Detail dataset combines fields from two record types and multiple criteria filters. To edit the dataset, see Defining a Dataset.
Root Record Type |
Joined Record Type |
Custom Formula Fields |
Data Grid |
Criteria Filters |
---|---|---|---|---|
Transaction |
Transaction Line |
(none) |
The following fields are included in the dataset. Transaction:
Transaction Line:
|
The following criteria is used to filter the dataset:
|
If using Multi-Book Accounting, a Primary Accounting Book filter is also included by default.