Creating a Transaction

You can create and manage any transaction in the Transactions module, but some custom transaction types may have a separate module in which they are created.

To create a transaction:

1. Click Transactions to open the Transactions module.
2. Click Add to create a new transaction.
3. Complete the following details:

   Property	Description
   Reference Number	Unique alphanumeric code up to 20 chars in length. Usually represents a reference to the transaction in an external tool.
   Seller	Property from which the transferred quantity will come.
   Seller attribute	Name of the attribute where the quantity to transfer is held. This (and buyer attribute) are not shown if there is only one attribute type relation
   Buyer	Property to which the transferred quantity will be given
   Buyer attribute	Buyer attribute that will be credited with the transferred amount
   Transfer quantity	Amount to transfer from the seller. This will usually be limited by the amount held by the seller, but you can set up an alternative limit. See Setting Limits on Transfers.
   Effective from	Date from which the transfer is effective - defaults to tomorrow. Transactions are not processed until they are on the current day.
   Effective to	Date that the transfer is effective to - the system will reverse transaction on the to date. Don't use this field if transfer is permanent or if the end date is not known
   Transfer reason	Reason for the transfer (selected from the reasons available)
   Date authorised	Defaults to today

4. Click Save to save your changes.