Type Limits the use of the transaction channel to certain types of transactions. There are three constraint types: Constraint type Description Amount Limits the use of the transaction channel to transactions of certain amounts. To set up constraints, select Limited Usage and define them by selecting Add Filter. By default the Unconstrained Usage option is selected which means there are no constraints set. Loan constraints apply to loan products and saving constraints apply to deposit products. Loan and savings constraints allow you to determine the transactions for which the transaction channel can be used. YES ID Maximum length of 32 characters, must be unique, and must not contain spaces. Transaction channel fields General fields Field Description Required Name Maximum of 255 characters.
For more information, see Transaction channel fields below. On the main menu, go to Administration > Financial Setup > Transaction Channels.When posting a transaction, you will be able to select the transaction channel to post it through by using the Channel dropdown in the relevant dialog.įor more information and examples of using transaction channels while posting transactions such as disbursements, repayments, deposits, or withdrawals, see: Posting transactions through transaction channels If these permissions are not assigned to a user, that user will not be able to see the Transaction Channels tab under Administration > Financial Setup. The following permissions are required for a user to be able to perform the relevant management actions on transaction channels: For more information, see Configuration as Code.
#Define customer transaction code#
This element can also be configured using Configuration as Code (CasC).
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