Defining and Updating Transaction Types

You define transaction types by combining transaction actions and transaction source types. You define transaction source types in the Transaction Source Types window. Oracle Inventory provides the list of transaction actions.

arrow icon   To create a user-defined transaction type:

  1. Navigate to the Transaction Types window.

  2. Select the User Defined tabbed region.

  3. Enter a unique name for the transaction type.

  4. Enter a transaction source type.

    This field does not appear if you navigate from the Transaction Source Types window.

  5. Select a transaction action. The combination of the transaction source type and the transaction action limits the transaction type.

  6. Check Project to enable this transaction type for project use.

  7. Check Status Control to enable material status control for this transaction type.

  8. Select the location required check box to require the Location field on the transaction windows and Create Move Order window. You can select this check box if the transaction Source Type is Inventory or Move order and the transaction action is issues from stores, receipt from stores, or issue from stores. You cannot change this parameter if there are pending transactions for this transaction type.

  9. Save your work.

arrow icon   To update a system-defined transaction type:

  1. Select the System Defined tabbed region.

  2. Update the name or description for a transaction type. You cannot modify the source type information.

  3. Check Status Control to enable material status control for this transaction type.

  4. Save your work.

arrow icon   To make a user-defined transaction type inactive:

  1. Enter the date on which the transaction type becomes inactive.

    As of this date, you can no longer use the transaction type in a transaction.

arrow icon   To enable Shortage Alerts and Shortage Notifications:

You can choose to receive an online shortage alert, a workflow based notification, or both fro system-defined and user-defined transaction types that have the transaction actions of:

  1. Check the box to select which transaction action types will generate material shortage alerts and notifications. See: Material Shortage Alerts and Shortage Notifications.

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