Product: Transaction Manager

You may find that some of your Trading Partners have just a few transactions available for use, while others have a list longer than Santa's naughty and nice list. Whatever the case may be, you have the option to activate the transactions you need, and deactivate the transactions you don't need. Keep in mind that these actions can be reversed, so no need to worry!

Activate a Transaction

Navigate to the Trading Partners section in Transaction Manager, and select the corresponding Trading Partner record.

Click Preferences in the Action Bar, and select Transactions. Under the Actions column, check the box for the transaction you need. Click Save in the Action bar.

Deactivate the Transaction

This process is basically the same as above, except you're unchecking the box or boxes of transactions you don't need. Doing this will shorten the list of transactions you see when performing a Turnaround or when Importing.

Additional documentation and help:

For step-by-step guidance, check out the "Manage Active/Inactive Transactions" tutorial under Guided Tutorials in Foundry!

rev: 9/8/21

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