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Transaction Manager: How can I set the red fields in a transaction to a Default value?
Transaction Manager: How can I set the red fields in a transaction to a Default value?

Want to know how to automatically fill in (autofill) fields? Check out how to use the Templates feature in Transaction Manager!

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Written by Support
Updated over a month ago

Product: Transaction Manager

Article link: http://help.truecommerce.com/en/articles/2189858-transaction-manager-how-can-i-set-the-red-fields-in-a-transaction-to-a-defaulted-value

Tired of filling in red fields every time you create a transaction? Are there fields on the Transaction that will always be the same? Save time by using the Templates feature!

By templating static information, those red/mandatory fields will fill in automatically whenever the transaction is created by either Turnaround or by Importing.

To template in Transaction Manager, follow these steps:

  1. Select the trading partner from the Trading Partners workspace.

  2. Select Preferences > Transactions via the action bar.

  3. With the transaction highlighted, click Template on the action bar.

  4. Proceed with filling out any field that will always be the same.

  5. Click Save when you are done!

If you are an integrated customer and you are importing transactions from your business system to Transaction Manager, some information may be able to populate upon import. Contact TrueCommerce Support or your assigned Implementation Specialist for assistance!

Related Topics

  • For step-by-step guidance in Transaction Manager, select Guided Tutorials from the Foundry ? (Help) menu and then launch the tutorial 'How to Template'.

rev: 10/31/24

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