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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. 

...

  • 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.

Info
Only a Company administrator and an IT User can edit a Template.

 To edit the Transaction Template details:

  1. Click Transactions Configure TransactionsTemplates.
  2. On the

    Transactions screen, do one of the following:Click Image Removed corresponding to the Transaction to edit details and then click

    Templates screen, click Image Added > Edit.

    Image Removed
    Click Image Removed corresponding to the Transaction whose details you want to edit.
    Image Removed


    Image Added

    Info
    If you attempt to edit details of a
    Transaction
    Template with ON status, you will be prompted to turn OFF the
    Transaction
    Template. Turn OFF the
    Transaction
    Template first then edit details.
  3. The Edit Transaction screen appears. Start editing the details of the TransactionTemplate from the Edit Template screen.
    Image Removed
    Image Added