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You can edit the details of a TransactionTemplate. This might be necessary in the following situations:

  • To change the assigned PartnerNetwork.
  • To change the Source and Destination application account or settings. 

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  • To change the account details and configuration.

A Template can be edited, if it is in OFF state. For information on how to Turn ON/OFF a TransactionTemplate, refer to Activating a TransactionTemplate.

To edit the Transaction Template details:

  1. Click Transactions Configure TransactionsTemplates.
  2. On the Transactions Templates screen, do one of the following:
    • Click  corresponding to the Transaction Template whose details you want to edit details and then click Edit.
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    • Click  corresponding to the Transaction Template whose details you want to edit.
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      Info
      If you attempt to edit details of a Transaction Template with ON status, you will be prompted to turn OFF the TransactionTemplate. Turn OFF the Transaction Template first then edit details.
  3. The Edit TransactionTemplate screen appears. Start editing the details of the TransactionTemplate.


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