Transaction description

Description
Functionality
Related topics
Technical documentation

Description

Transaction descriptions define the processing of documents. Essentially, this involves the posting of documents to accounts/monitors, but it is also possible to carry out general data operations on all objects accessible from the document.

As is common practice within the CyberEnterprise business OS, conditions (subtransactions, dimensions, data) are stored as CX_FORMULA objects. As formulas can also call InstantView® macros using this.call(macro name), these macros must be defined in the same module from which Call(GetProcessed) is called.

All the information provided on dimensions or data fields must be accessible via the transaction/document to be processed.

Input window

This window is for maintaining transaction descriptions. A saved transaction description can be called up via the list window, which you open via the menu item "Search".

The display of the dimensions of a transaction description can be shown as a tree in addition to the list form.

Menu
Menu item	Description
Edit	-
Dimensions (context menu)	-
: : Insert	Calling the dimension description window to enter a new dimension
: : Remove	The dimension description selected in the list of dimensions is removed/deleted
: : Copy	The dimension description selected in the list of dimensions is copied
: Sub-dimensions	-
: : Display	When displaying the dimension descriptions in the list view, any sub-dimension descriptions (with the level number > 1) are additionally displayed/not displayed (This functionality is also possible by right-clicking anywhere in the window above the dimension description list).
: : Insert	A new sub-dimension is inserted into the dimension selected in the list
: : Remove	A selected sub-dimension is removed from the parent dimension and deleted
: : Copy	A selected sub-dimension is copied within the parent dimension
: Display/Print Dimension and data description	The transaction description is displayed with all its dimension, sub-dimension and data descriptions in a list from which a print template can be created for documentation purposes
: Compare dimensional and data description
: : Compare standard dimension and data description with the database	Display the standard transaction description with all its dimension, sub-dimension and data descriptions in a list and deviations from the current transaction description are indicated in colour.
: : Comparison of derived dimension and data description with the database	Display the derived transaction description stored in a file with all its dimensional, sub-dimensional and data descriptions in a list, and deviations from the current transaction description are indicated in colour.
: Validity	Set validity
Close	Close window
Search	Call up list window

Toolbar
Symbol	Description
	Create new transaction description
	Save changes
	Delete transaction description
	Print transaction description
	Output transaction description with dimensions and data descriptions as a list for documentation purposes
	Set validity
	Call up the copy buffer

Fields
Field	Description
Name	Unique identifier of the transaction description
Customer derivation	Indication whether the transaction description is a definition deviating from the ClassiX® Standard. Transaction descriptions marked in this way are marked with a red dot in the list and are processed during export and import via the respective customer subfolders
ID	Identifier of the transaction description. This number is added to the processed transaction (in the field: txnManagerID) when it is posted and thus serves to check whether a transaction with this transaction description has been processed: it is therefore advisable to regard this number as a bit pattern
Short text	Short description of the transaction
Description	Description text
Subtransactions	Condition (as formula) which - if TRUE - also processes all sub-transactions recursively with the same transaction description
Dimension descriptions	Display of the dimension descriptions in the List or Tree representation.

Buttons
button	Description
OK	Changes to the transaction description are saved. If no changes are made, the button is locked.
New	The input window is cleared.
Delete	The displayed transaction description is deleted.
Close	The window is closed without saving changes. If you want to save the changes, you must press the "OK" button.

Dimensional description

This window is used to maintain dimension descriptions, i.e. on the one hand the dimensions of the monitor to which the transaction to be processed is to be assigned are determined, on the other hand the data fields are described which are to be changed by the account assignment.

Menu
Menu item	Description
Edit	-
: Data field (context menu)	-
: : Insert	Calling up the data description window for entering a new dimension
: : Delete	The data description selected in the list of data fields is removed/deleted
Close	Close window

Fields
Field	Description
Precondition	Optional condition under which the dimension should be processed
Registration	Indication whether the processed transaction should not be registered, registered or deregistered in the monitor (in the dimension)
Identifier	Clear identification of the dimension description and thus of the monitor to be booked. Is required to be able to log on messages (SetPreDimMessage/SetPostDimMessage)
Dimensions	List of the individual dimensions separated by semicolons. Groupings are formed by curly brackets { and }. The dimensions determine the monitor to be booked
Short text	Short text on the dimension under consideration
Description	Description text
Data fields	List of data descriptions

Buttons
button	Description
OK	Changes to the dimension description are saved.
Close	The window is closed without saving changes. If you want to save the changes, you must press the "OK" button.

Data description

This window is used to maintain data descriptions.

Fields
Field	Description
Precondition	Optional condition under which the assignment to the data field should be made
Number plate	Clear identification of the data description. Is required to be able to register messages (SetPreDataMessage/SetPostDataMessage)
Target data field	Name of the data field/access path of the monitor to which the expression calculated under "Assignment" is to be assigned. If "::" is written at the beginning of the data field name/access path, the target data field is on the transaction itself
Allocation	Expression to be calculated (formula)
Description	Description text for assignment

Buttons
button	Description
OK	Changes to the data description are saved. If no changes are made, the button is locked.
New	The input window is cleared.
Delete	The displayed data description is deleted.
Close	The window is closed without saving changes. If you want to save the changes, you must press the "OK" button.

List window

Used to list the transaction descriptions.

Menu
Menu item	Description
Edit	-
: Search text	Open the text search window
: Reset search	List content is reset
: Display/Print Dimension and data description	Output transaction description with dimensions and data descriptions as a list for documentation purposes
: Compare dimensional and data description
: : Compare standard dimension and data description with the database	Display the standard transaction description with all its dimension, sub-dimension and data descriptions in a list and deviations from the current transaction description are indicated in colour.
: : Comparison of derived dimension and data description with the database	Display the derived transaction description stored in a file with all its dimensional, sub-dimensional and data descriptions in a list, and deviations from the current transaction description are indicated in colour.
: Data exchange	-
: : Export	Transaction descriptions are exported to a file
: : Import	Transaction descriptions are imported from a file of your choice
: : Import all	All transaction descriptions are re-imported from standard file
Close	Close window

Toolbar
Symbol	Description
	Create new transaction description
	Edit transaction description
	Delete transaction description
	Print transaction description list
	Display/Printing Dimensions/Data base description
	Call up the copy buffer

Buttons
button	Description
Edit	The current transaction description is displayed in the input window.
New	An empty input window opens.
Delete	The selected transaction description is deleted.
Close	The window is closed.

Selection window

This window is used to select a transaction description.

Buttons
button	Description
OK	The selected transaction description is adopted.
Close	The selection is cancelled.

Dimension and data descriptions

Menu
Menu item	Description
Edit	-
: Remove entries	List is emptied
Close	Close window

Toolbar
Symbol	Description
	Customise the list, print as a BIRT report and export via the clipboard

Fields
Field	Description
List	Transaction description is combined with all dimension, sub-dimensional and data descriptions

Compare dimension and data descriptions

Display the standard or derived transaction description from a TXN file. Changes to the current transaction description in the database are shown in red. This allows you to detect deviations from the transaction description to the current database.

Toolbar
Symbol	Description
	Change the view, i.e. you can also display the current transaction description from the database and see the deviations from the standard. Which transaction description is currently displayed can be seen in the window name :
	Customise the list, print as a BIRT report and export via the clipboard

Fields
Field	Description
List	Transaction description is combined with all dimension, sub-dimension and data descriptions
Show comparative values with	Display the values to be compared side by side in the list. This makes it easier for you to see the differences.

Text search

Fields
Field	Description
Text	Enter the text to be searched for
Search in	Selection of search areas via checkboxes

Buttons
button	Description
Select all	All check boxes for defining the search area are checked.
Delete all	No check box for defining the search area is selected.
OK	The text search is executed.
Close	The window is closed.

Technical documentation

Overview
Implementation
Quality assurance

Transaction description base module
- Transaction description Editing module
- Transaction description selection module

Overview

txndescr.bmp (8118 Byte)