Setup fields to copy to Transaction Extra

Overview

Updated 09/15/2021

 

There are a few ways to set up the Transaction Extra fields.  The information can be copied to the transaction, from the Assignment, Order, or Customer.  

Example: User Scorecard report is set up to look for data in the Transaction Extra field(s).

 

Note: Changes made to the Order(s) and/or Assignment(s) only apply to transactions created after the change.  This will not update any historical transactions.

 

Setup

    Assignment User

    Order Temp User

    Order DH User

    Customer User

 

 

Setup

  1. Click on Admin Tools button

    mceclip0.png

  2. Click Config Choice

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  3. Click on ChoiceProperty Tab
  4. Select the appropriate Category, from the dropdown menu.
    1. Assignment = AssignmentUser
    2. Customer = CustomerUser
    3. Order
      1. DH = Order_DHUser
      2. Temp = Order_TempUser

        mceclip2.png

 

Assignment User

This will only apply to new transactions created and will not update historical transactions.

  1. Filter the ChoiceCode column for the 'User Type' you want to be copied to the Transaction.
  2. Set the CopyToTransaction column to TRUE
    1. If there are numerous branches, you can filter for 1 Branch and then click the Apply changes to all Branches checkbox.
    2. Repeat this process as needed, or apply changes to all Branches.

      mceclip3.png

 

Order Temp User

  1. Filter the ChoiceCode column for the 'User Type' you want to be copied to the Transaction.
  2. Set the CopyToTransaction column to TRUE
    1. If there are numerous branches, you can filter for 1 Branch and then click the Apply changes to all Branches checkbox.
    2. Repeat this process as needed, or apply changes to all Branches.

      mceclip5.png

 

Order DH User

  1. Filter the ChoiceCode column for the 'User Type' you want to be copied to the Transaction.
  2. Set the CopyToTransaction column to TRUE
    1. If there are numerous branches, you can filter for 1 Branch and then click the Apply changes to all Branches checkbox.
    2. Repeat this process as needed, or apply changes to all Branches.

      mceclip6.png

 

Customer User

  1. Filter the ChoiceCode column for the 'User Type' you want to be copied to the Transaction.
  2. Set the CopyToTransaction column to TRUE
    1. If there are numerous branches, you can filter for 1 Branch and then click the Apply changes to all Branches checkbox.
    2. Repeat this process as needed, or apply changes to all Branches.

      mceclip4.png

 

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