Transaction Layout Glossary 

Process

This job aid provides definitions from the Transactions Layout in CORE.

• Transaction Level Actions

• Action Menu

• Workflow Menu

• Transaction Actions

• Transaction Views

• Scalar Views

• Section Level Actions

Transaction Level Actions

• Transaction Level Actions are performed on the entire transaction. Some of the transaction level actions can either be performed from within a transaction, from the workflow list, or from the Transaction Catalog. Actions that are frequently used are displayed on the Transaction 3 dot menu.

• Copy - The Copy action is used to create a new transaction from an existing transaction for the same transaction code.

• Copy Forward - The Copy Forward actions allows you to create a new transaction based on ta previous transaction in the referencing chain that has been finalized.

• Close - The Close action closed the currently opened transaction. If there are any unsaved changes that have been made within the CORE transaction, the user will be prompted to save their changes before closing the transaction.

• Discard - When discarding a transaction in CORE, a new cancellation transaction will be created if performed from a Final transaction or causes the transaction to be deleted from CORE if in Draft phase. When discarding the transaction, it has to be the most recent non-historical version of the transaction. If a new cancellation version results from the discard action, the transaction is then transitioned to the cancellation version in edit mode.

• Edit - The   action changes the mode of a transaction in the draft phase from read only to editable. If the transaction is in the Final phase, a new modification transaction version is created. If a new modification version results from the edit action , the CORE transaction is automatically transitioned to the new Modification version that was created in the edit mode.

• File Menu

1. Archived

2. Send Page - The send page action allows you to email the transaction page. When selected you are presented with a Compose Email Message. 

3. Download Transaction - The download transaction allows you to download date from any CORE transaction into a user selected template which can be saved as an external file and is available outside of CORE. 

4. Attachments - The Attachments action allows the user to attach one or more files to a CORE transaction. When the attachment action is selected, the user has the option to add, delete or view transaction attachments.

• Print - This action prints the current version of the transaction.

• Submit - Selecting Submit applies the business rules to the current transaction version commits any updates/changes to CORE if there are no errors. Modified transactions will only reprocess lines that have been modified in the new version of the CORE transaction. This action is only available in Draft Phase.

• Validate - Selecting Validate applies the business rules to the current transaction version to verify whether or not the transaction will be accepted. In the event that the transaction does not pass the business rules, the transaction will remain in draft phase displaying the error messages.