9.3 Transaction Group Maintenance - Edit

This topic describes the systematic instruction to Transaction Group Maintenance - Edit option.

Using this option, System Administrator can update or edit a transaction group by adding / removing the transactions associated with the transaction group for purpose of limit maintenance.

To edit a transaction group:

  1. Navigate to the above path.
  2. Perform anyone of the following actions:
    • The Transaction Group Maintenance - Edit screen appears. Click Search. Displays the Transaction Group Maintenance screen with search results appears based on the searched criteria.
    • Click Cancel to cancel the search process.
    • Click Clear to reset the search parameters.

    Figure 9-5 Transaction Group Maintenance - Search


    Description of Figure 9-5 follows
    Description of "Figure 9-5 Transaction Group Maintenance - Search"

  3. Click the Group Code link of the record to view the transaction group details.
    The Transaction Group Maintenance - View screen appears.

    Figure 9-6 Transaction Group Maintenance - View


    Description of Figure 9-6 follows
    Description of "Figure 9-6 Transaction Group Maintenance - View"

  4. Click Edit to add or remove the transactions from the transaction group.
    The Transaction Group Maintenance - Edit screen appears.

    Figure 9-7 Transaction Group Maintenance - Edit


    Description of Figure 9-7 follows
    Description of "Figure 9-7 Transaction Group Maintenance - Edit"

  5. Edit the required details, e.g. Group Description, Transactions.
  6. Perform anyone of the following actions:
    • Clicking transaction area, a transaction drop-down appears with the list of transactions grouped according to the type to add a new transaction.
    • Click close icon to delete an existing transaction from the group.
  7. Perform anyone of the following to access the Transaction Group Maintenance - Edit:
    • Click Save to save the transaction group details.
    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.
  8. Perform anyone of the following actions:
    • The Review screen appears. Verify the details, and click Confirm.
    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.
  9. The success message Transaction Group Maintenance saved successfully appears along with the Transaction reference number.
    Click OK to complete the transaction.

Parent topic: Transaction Group Maintenance