Configuring Transaction Hierarchy Settings

To configure transaction hierarchy settings:

  1. Select Administration > Hierarchy > Settings > Transaction.

  2. Enter the hierarchy ID in the Hierarchy ID field, or click the link and select a node from the hierarchy tree.

  3. Select Override inheritance.

    Note:The Override inheritance check box overrides the settings from the parent hierarchy ID, which is listed in the Inherited from field. This allows you to configure the transaction hierarchy settings differently for the selected hierarchy ID. If this check box is not selected, you will not be able to make any changes on this screen, and the selected hierarchy ID will retain the settings of the parent node.

  4. Configure the Transaction Settings as desired. For a list of these fields, see the table below.

  5. In the Transaction Default Priorities area, use the Object lists to set the desired order (1-7) in which transaction defaults will be applied. Options include Account, Customer Code, Employee, Hierarchy ID, MCC, Merchant, and Payable. To set fewer than 7 defaults, select None in the corresponding lists.

  6. In the Transaction Defaults area, select a chart of accounts from the Chart of Accounts list. Then select or enter the accounting codes as necessary, using the drop-down lists or text boxes that display.

  7. Click Save.

Transaction Settings

Field

Description

Accounting Code entry on list screen

Select this check box to allow all users within the specified hierarchy to configure transaction default accounting code information from the Transaction List screen.

Note: You must authorize your users to access the Transactions module and to view the Transaction Defaulting Accounting Code column on the Transaction List screen. For more information, see Enabling Modules and Configuring Screen Views. Users must also choose to display the Transaction Defaulting Accounting Code column on the List screen. For more information, see Customizing Your Screen View.

Require Lines

Select this check box to require that users must create at least one line item, or transaction split, on the Transaction Detail - General Information screen.

This check box is disabled if you enter 0 (zero) in the Maximum number of lines field.

Maximum number of lines

Enter the total number of lines items, or splits, allowed on a transaction.

If you enter 0 (zero), transaction lines and controls do not display on the Transaction Detail - General Information screen. It is not recommended to have more than 15 lines or splits.

Minimum length of Note

Enter the minimum number of characters required for notes on a transaction.

Entering a value in this field indicates that notes are required and also defines the minimum number of characters needed. If you enter 0 (zero), notes are not required.