Standard Operating Procedures

Manage Transactions Fields 

 

PURPOSE:

Found in the System Administration module, the Transaction Numbers Screen allows the application system administrator to define the transaction naming convention. In other words, how record identification codes and transaction number values appear in AiM.

Different transaction numbers have different components that comprise the transaction numbers. One example is the asset transaction number that potentially could be a combination of different database columns to derive the control number (e.g., combining the asset group and location columns with the transaction number to form unique asset codes).

 

1. Navigate to the System Administration module on the main menu.
2. Navigate to the System Administration screen and click the link to Transaction Numbers.
3. Click on the Transaction Type you need to configure.
4. Click Edit to edit transaction numbers.
5. Click Add/Remove to and add or remove attributes.   6. Update Transaction Number and click Save to save the record.

 

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ROLES USED:

 

1. System Administrator:

System Administrator is responsible for configuring and managing Transaction Fields.

 

Return to System Administration Module SOP