The process to update existing Transaction Series setting details
Navigation: Menu > Settings > Transaction Series Settings App > Listview > Select the Series Setting > Edit (Pencil Icon)
If user wants to update the already existing Transaction Series Setting details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.
Edit Series Settings
Field name | Description |
LoB | The system automatically loads the LoB segment; if user wants to change it, select the Line of Business segment of the organization from the list |
Branch | The system automatically loads the name of the branch; if user wants to change it, select branch name from the list |
App | The system automatically loads the name of the app for which the setting is applied; if user wants to change it, select the app name from the list |
Series | The system automatically loads the series of the setting; if user wants to change it, select the series name from the list |
Apply all the required changes and click on Save.