Add a transaction type to an existing processing code

When you need to add another transaction type to an existing processing code, you can either create a new transaction type and add it or you can add an existing transaction type.

To add another transaction type to an existing processing code:

1. From the main menu, select Configurations > Processing codes & transaction types.
   The Financial setup screen displays with the Processing codes tab open by default.
2. Select the processing code to which you want to add a transaction type.
3. On the Processing code details screen, select Add transaction types.
4. On the pop-up screen, select a way to associate a transaction type:
   • Create new transaction type—Create one transaction type to associate with the selected processing code.
   • Select an existing transaction type—Select an available transaction type to associate with the selected processing code.
5. Select Next.
6. If you chose Create new transaction type, do the following:
   1. On the Create transaction type screen:
      1. Define the attribute of the transaction type (Debit or Credit).
      2. Choose whether or not the transaction type has a balance impact (Yes or No).
      3. Enter a name and ID for the new transaction type.
      4. Select Next.
   2. On the Create transaction flow screen:
      1. Select a key to define the link type:
         • Principal amount
         • Installment amount
         • Contract amount
         • Custom key (use any custom amount, such as fees, taxes, or other charge)
      2. Select Next.
   3. On the Review screen, verify that everything is correct and select Finish. The new entry type is created and you can view it on the Transaction type details screen.
7. If you chose Select an existing transaction type, do the following:
   1. On the Add transaction type screen, choose the Select button for the transaction type you want to add and then select Next.

      If the transaction type is unavailable for the processing code you selected, the Select button is disabled.

      Use the Previous and Next options to scroll through the full list of transaction types.

   2. On the Create transaction flow screen:
      1. Select a key to define the link type.
         • Principal amount
         • Installment amount
         • Contract amount
         • Custom key (use any custom amount, such as fees, taxes, or other charge)
      2. Select Next
   3. On the Review screen, verify that everything is correct and select Finish.