Defining Transactions

Use the Transactions Setup form to define transactions for the Infor Factory Track application. For example, you can add custom transactions to the application using this form. You can also configure settings for transactions on this form.

Caution:

Only programmers who are authorized to customize your Infor Factory Track application should use the Transaction Setup form. Changes made to this form can cause your application to function incorrectly.

Open the Transactions Setup form.
To add a new transaction, click Create a New Object or select a blank line from the grid. To modify an existing transaction, select it from the grid.
Specify or review this information:

ERP Type

Select the ERP to which this parameter applies. If you are modifying an existing parameter, this field is unavailable.

Transaction Name

Specify a name for this transaction. If you are modifying a core transaction that is pre-installed with the application, this field is read only.

Transaction Form Name

Select the form name associated with the transaction.

Transaction Description

Specify a string and description for this transaction. The description will be visible to end users and might be translated into another language. There are separate fields for the string and the description.
Optionally, on the Profiles tab, you can create parameter profiles to include with the transaction. To create a profile, select a blank line on the grid and specify this information:

Profile

Specify a name for the profile.

Description

Specify a description string for the profile.

End User Description

Specify a description to display to end users.

Note: The Transaction Parameters, Order Type Parameters, and Order Types tabs do not apply to M3 integrations.
On the Profile Parms tab, select a parameter or, to create a new parameter, select a blank line on the grid. Specify or review this information for each parameter you are modifying or creating on the Profile Parms tab:

Parameter Name

Specify a name for the parameter. If you are modifying an existing parameter, this field is unavailable.

Parameter Type

Select a parameter type: String, Boolean, or Numeric.

Parameter Value

Optionally, specify a default value for this field. Leave blank to require users to specify the value.

Description

Specify a description for the parameter.

Parent Parameter

Optionally, specify a parent parameter. A parameter is only visible if its parent parameter is enabled.

End User Description

Optionally, specify a description to display to end users.

Parameter Sequence

Optionally, specify a sequence number to determine where this parameter should be displayed in the parameter list. If you do not specify sequence numbers for parameters, they are displayed alphabetically.
Click Save.