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Transaction Types

Program #: 1586

Module: System Administration

Overview

Use Transaction Types (program #1586) to set up payment transaction types to use when creating payment batches. These codes appear in the Transaction Code menu in Open Batches (program #1577).

To access this program, select Transaction Types (program #1586) from the main menu of SBN.

The Transaction Types Window

The following graphic shows Transaction Types as the program opens. The upper pane displays previously defined transaction types.

Field/Column Descriptions

The following table describes the fields and columns used in the main window of Transaction Types.

Field/Column	Description
Number	Displays the SBN-assigned transaction code number.
Transaction Code	Code that identifies this transaction type in SBN. This field accepts up to 20 characters.
Include P. No in rep/ exp	If this column displays an X, SBN includes the pay number (credit card or bank account number) in exports and reports that include the selected transaction type.
Description	Text description of the transaction type.
GL Account No	General ledger account number. O If option bl058 is off, a menu appears with General Ledger account numbers created in program #1835. If the option is on, GL numbers are information-only and SBN does not validate them.
GL - Account	Type the GL account number for this transaction type. (This field only appears when option bl058 is on.)
GL - Department	Type the GL department number for this transaction type. (This field only appears when option bl058 is on.)
Dealer ID	Allows you to associate a single dealer with transaction types greater than number 102. If you wish to associate a dealer with transaction types 1-102 or multiple dealer IDs with any transaction types, use the sublevel. For more information on adding dealers in the sublevel, see O When you associate a dealer ID with a transaction type, SBN restricts menus of transaction types to l Those associated with the same dealer ID as the transaction type l Those transaction types not associated with a dealer ID
Change Flag	Flag indicates if the transaction type can be changed. Those without the flag are system defined and cannot be changed.
Generating Source	Select a generating source for the selected transaction type. SBN produces entries in the Communication Log (program #1888) in Account Mode for each transaction on an account when a user posts a payment batch with the selected transaction code. (This menu originates from program #1518.)
Communication Code	Select a communication code for the selected transaction type. SBN produces entries in the Communication Log (program #1888) in Account Mode for each transaction on an account when a user posts a payment batch with the selected transaction code. (This menu originates from program #1517.)
Key 1	Select a Key 1 company-defined variable for defining reports and searches for the selected transaction type. SBN produces entries in the Communication Log (program #1888) in Account Mode for each transaction on an account when a user posts a payment batch with the selected transaction code. (This menu originates from program #1519.)
Key 2	Select a Key 2 company-defined variable for defining reports and searches for the selected transaction type. SBN produces entries in the Communication Log (program #1888) in Account Mode for each transaction on an account when a user posts a payment batch with the selected transaction code. (This menu originates from program #1519.)
Misc 1	Customer-defined field; no functionality in SBN. This field accepts up to 20 characters.
Misc 2	Customer-defined field; no functionality in SBN. This field accepts up to 20 characters.
Misc 3	Customer-defined field; no functionality in SBN. This field accepts up to 20 characters.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Zooming into the Sublevel

Transaction Types contains the Dealer / Translation tab for attaching dealer IDs and translations to transaction types. Transaction Types then appear in SBN in the userâ€™s language.

Note: Actions 1586/10-16 control access to the Dealer / Translation tab and functions.

The Dealer / Translation Tab

The following graphic shows the Dealer Translation tab. The tab displays previously defined records for the selected transaction type.

Field/Column Descriptions

The following table describes the fields and columns used in the Dealer / Translation tab.

Field/Column	Description
Dealer	Dealer ID to tie to the transaction type. (This list originates in program #1537).
Include Payment Method?	Check mark indicates that this payment type should use the payment code number (credit card or bank account number).
Description	Text description, in the associated language, of the selected transaction types.
GL Account No	General ledger account number for this dealer specific record. O If option bl058 is off, a menu appears with General Ledger account numbers created in program #1835. If the option is on, GL numbers are information-only and SBN does not validate them.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Get	ALT+F1	1586/ 1	Get record.
	Change	F2	1586/ 2	Change selected record.
	New	F3	1586/ 3	Create new record.
	Delete	SHIFT+F10	1586/ 4	Delete selected record.
	Undelete	ALT+F10	1586/ 5	Restore deleted record.
	Print	CTRL+F8	1586/ 6	Print selected records.
	Copy	SHIFT+F3	1586/ 999	Copy selected field.
	Zoom	F10	1586/ 999	Zoom in/out of sublevel.
	Tear	F7	1586/ 999	Display transaction details..
	Previous	F4	1586/ 999	Select last record.
	Next	F5	1586/ 999	Select next record.