Transaction Operations

Transaction Operations can be set up to allow you to have a sub-status for different contract statuses. To set up your Transaction Operations, go to Configuration and then Transaction Operations. For reference, your IROs and Work Orders can have sub-statuses setup called “Waiting for Parts” or “Repairs Completed.” This allows you to update the contract and keeps everyone informed of the contract status as each process for that contract is completed.

To add a new contract operation, click the add button. Fill out the appropriate fields.

Name: Operation Name

Translations for the operation can be entered in the translation icon for the system languages.

Inactive; Check this box if you want to mark the operation as inactive

Status: Select from the drop-down menu which operation this will be assigned to. (Regular Contract, Quote, Work Order)

From inside the contract:

From inside the contract, you can select the operation, from the drop-down menu on the left side of the contract.

    * The transaction operation created will only show under the appropriate contract status where the operation was set. (Quote, Regular Contract).