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
- Click on Admin Tools button
- Click Config Choice
- Click on ChoiceProperty Tab
- Select the appropriate Category, from the dropdown menu.
- Assignment = AssignmentUser
- Customer = CustomerUser
- Order
- DH = Order_DHUser
- Temp = Order_TempUser
Assignment User
This will only apply to new transactions created and will not update historical transactions.
- Filter the ChoiceCode column for the 'User Type' you want to be copied to the Transaction.
- Set the CopyToTransaction column to TRUE
- If there are numerous branches, you can filter for 1 Branch and then click the Apply changes to all Branches checkbox.
- Repeat this process as needed, or apply changes to all Branches.
Order Temp User
- Filter the ChoiceCode column for the 'User Type' you want to be copied to the Transaction.
- Set the CopyToTransaction column to TRUE
- If there are numerous branches, you can filter for 1 Branch and then click the Apply changes to all Branches checkbox.
- Repeat this process as needed, or apply changes to all Branches.
Order DH User
- Filter the ChoiceCode column for the 'User Type' you want to be copied to the Transaction.
- Set the CopyToTransaction column to TRUE
- If there are numerous branches, you can filter for 1 Branch and then click the Apply changes to all Branches checkbox.
- Repeat this process as needed, or apply changes to all Branches.
Customer User
- Filter the ChoiceCode column for the 'User Type' you want to be copied to the Transaction.
- Set the CopyToTransaction column to TRUE
- If there are numerous branches, you can filter for 1 Branch and then click the Apply changes to all Branches checkbox.
- Repeat this process as needed, or apply changes to all Branches.
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