Defining Transactional data of type Transfer

Transactional Data is a non-OLAP calculation on a measure to provide a scenario value from multiple transactional records. Transactional record can be of type Sum or Transfer. The Sum type transactional data is a sum of all transactional data.

To define transactional data of type Sum:

  1. Select Configuration > Common > Measures > Transactional Data.
  2. Click New.
  3. Specify this information:
    Name
    A unique name of the transactional data.
    Note: You cannot modify this value after the transactional data is created.
    Display Name
    The name to be displayed in the application.
    Module
    The module in which the transactional data measure is available.
    Note: You cannot modify this value after the transactional data is created.
    Measure Code
    The measure based on which the transactional data measure is defined.
    Note: You cannot modify this value after the transactional data is created.
    Measure Description
    The description for the measure.
    Type
    The type of the Transaction data.
    Note: 
    • You must select this value as Transfer.
    • You cannot modify this value after the transactional data is created.
    System
    Indicates, if the transactional data is system defined or user defined.
    Note: 
    • If this option is set to On, the Transactional data is system defined and cannot be deleted by the user.
    • By default, this value is set to Off and cannot be modified.
    Tags
    The tags linked to the transactional data. You can link one or more tags to a transactional data.
    From Measure
    The measure for which the non-OLAP calculation is performed to provide a scenario value from multiple transactional records.
    Enable Lead Time
    Indicates if the Lead Time field is displayed in the Add Transactional Data page.
    Note: By default, this value is set to Off.
    Custom String (1 to 5)
    Indicates whether the custom strings are displayed in the Add Transactional Data page.
    Note: 
    • If this value is set to On, an optional Display name can be defined.
    • By default, this value is set to Off.
  4. Click Save.