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 Transactiona Template.
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Only a Company administrator and an IT User can edit a Template. |
To edit the Transaction Template details:
- Click Transactions Configure > TransactionsTemplates.
On the
Transactions screen, do one of the following:Click corresponding to the Transaction to edit details and then clickTemplates screen, click > Edit.
Click corresponding to the Transaction whose details you want to edit.
TransactionInfo If you attempt to edit details of a
TransactionTemplate with ON status, you will be prompted to turn OFF the
TransactionTemplate. Turn OFF the Template first then edit details. - The Edit Transaction screen appears. Start editing the details of the TransactionTemplate from the Edit Template screen.