Viewing transaction types

This page allows you to view the various transaction types that have been included while posting the financial entries from the finance book to the tax book. You can also view the details of the transaction types that have been excluded from posting. This page allows you to select the business function group and the business component for which you want to retrieve the transaction types. You can also retrieve the transaction types that have already been included or excluded from posting. The system retrieves all the transaction types that are based on the criteria entered.

Select the “View Exclude Transaction Type” link under the “Finance Book Processing” business component.

The “View Transaction Type for Tax Book” page appears.

Enter the following fields:

Business Function Group	Use the drop-down list box to select the business function group to retrieve the transaction types. All the business function groups that have been defined for the company will be available for selection in the ascending order.
Function	Use the drop-down list box to select the business component to retrieve the transaction types. All the business components that fall under the selected business function group will be available for selection in the ascending order. The system displays “All” by default on launch of the page.
Status	Use the drop-down list box to select the status of the transaction types that you want to retrieve. You can select from “Include” or “Exclude”.
	Include – indicates that all the transaction types that have been included for posting in the tax book will be retrieved.
	Exclude – indicates that all the transactions types that have been excluded from posting in the tax book will be retrieved.
	The system displays “Include” by default at the launch of the page.

Click the “Get Details” pushbutton to retrieve the details of the transaction types.

The system retrieves and displays the following in the “Transaction Details” multiline based on the search criteria entered:

Function	The name of the business component.
Transaction Type	The code identifying the transaction type.
Description	A textual description of the transaction type.
Effective From Date	The date from which the transaction type is included or excluded from being posted in the tax book.
Effective to Date	The date till which the transaction type is included or excluded from being posted in the tax book.

Check the box in the “Select” column of the multiline to mark a transaction type for viewing the comments that have been included for it.

To proceed, carry out the following

Select the “Attach Notes” link at the bottom of the page to view the notes made regarding the transaction type.