Introduction
Transaction series settings, in the context of business or financial systems, refer to the configurable options and parameters that define the behavior and characteristics of transaction series within the system. Transaction series are sequences of related transactions that share common attributes or properties.
By configuring with BizGaze’s “Transaction Series Settings app” organizations can establish standardized numbering and tracking mechanisms for various types of transactions, such as invoices, purchase orders, sales orders, or financial transactions.
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Transaction Series Settings App.
Details
This widget contains the Transaction Series Setting configurations assigned based on the Branch, LoB and App
| Field name | Description |
| LoB | Displays Line of Business segment of the company. Transaction series settings may allow for the configuration of different series based on LoB to ensure proper organization and tracking of transactions specific to each business area |
| Branch | Name of the branch (primary or other). Branches can be configured to assign transactions to specific branches based on their origin or location |
| App | Name of the application. The app setting determines the application or module within the business or financial system that handles the transaction series |
| Series | Displays the name of the series. The series setting allows for the configuration of different series within the system, enabling the categorization and tracking of transactions based on their series membership |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Comments | User can write short notes or comments about the Transaction series settings |
| Audit | |
| Created Date | The date of creation of the Transaction series settings |
| Created By | The name of the person who created the Transaction series settings |
| Last Updated Date | The last stage changed date or recent modifications of the Transaction series settings |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the Transaction series settings |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Transaction series settings Masters