Transaction Entry

Configure these settings:

Masterfile Custom settings - Available and Mandatory options. These settings determine whether the masterfile entered on a transaction line qualifies for the assignment of a branch.
Transaction Tree Line Maintenance, if the analysis types are set up. These are referenced when you enter a transaction to determine whether the masterfile type, transaction type, or line type combination qualifies for the assignment of a branch.

When all conditions are met and the transaction line qualifies for the entry of transaction analysis data, data is entered using the Transaction Analysis column in the transaction line.

You can assign tree branch by entering the branch short code into the field, or by clicking the tree icon next to the field to open the Transaction Analysis form.

Trees requiring branch assignments display on the left hand side of the form. To assign a value, double click in the Value column, and the tree branch details displays so that you can select a branch.

Select the branch and click Select to return to the transaction line, or Cancel to close the form without selecting a branch.