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## 3.2 Transaction Maintenance

This screen allows the bank user to view the various transactions for which corporate can opt for sending data for processing. View Transaction Maintenances:

By using this screen, user can View and Close the Transaction Maintenance.

Navigation Path:

From the Electronic Data Exchange, select Maintenance, click Transaction, and then click View Transaction

Figure 3-1 View Transaction

Description of "Figure 3-1 View Transaction "
Description of "Figure 3-1 View Transaction "

1. Refer to the following table for specifying details in the above screen:

   Note:

   Fields marked with ‘*’ are mandatory.

   Table 3-1 Field Description

   Field Name | Description
   --- | ---
   Category * | Transaction Category for the transaction being setup
   Type * | Transaction Type that specifies whether it is Financial or Non-Financial type
   Name * | The unique name of the transaction.
   Description * | Description for the transaction Name

2. Click on ‘Audit’ to view the event of operation performed on maintenance.

   Figure 3-2 Event of operation performed

   Description of "Figure 3-2 Event of operation performed"

   Perform the following steps to take actions on the Transaction Details. Click the Options () icon and then click any of the below option:

   1. Authorize | To authorize the record. Authorizing requires necessary access rights. Optional: Click View to view the record details. Select the record to authorize and then click Approve.
   2. Delete | To delete the data permanently, which is not yet authorize.
   3. Close | To close record temporary Optional: On the confirmation pop-up window, enter the remark for closing. Click Confirm to close the record.
   4. Reopen | To reopen the maintenance record which is temporary Closed
   5. View | To view the Transaction Maintenance details.

Out of the box OBEDX supports below transactions –

1. Payments
2. Open Virtual Account
3. Close Virtual Account
4. Add Special Rates
5. Statements

Parent topic: Configuration