Creating Manual Wallet Transactions - R5&R6

Owned by Former user (Deleted)
Last updated: Oct 19, 2015 by Persia Xenopoulou (Deactivated)
4 min read

What does this section cover? 

Wallet Transactions created by the user

As previously explained wallet transactions can be either created manually or automatically. For more information on Wallet Transactions types and attributes go to Creating Wallet Transactions - R5&R6.

Read on to see how a manual Wallet Transaction can be created.

Manually creating Wallet Transactions

    1. Login using your username and password
    2. Navigate to Finance Application > Wallets
    3. Click on Access Wallet Transactions
    4. The Wallet Transactions summary screen is displayed
      Wallet Transactions summary page 
    5. From the Top menu click on one of the following options according to what Wallet Transaction classification you would like to create
      1. Credit Wallet Transaction
      2. Debit Wallet Transaction
      3. Reimburse Wallet Transaction

        The Wallet Transactions detail page is displayed in Edit mode
    6. Provide the following information
      1. Wallet (Mandatory)
        Either directly type the number of the wallet or click on Find and search using the available search fields 
      2. Type (Mandatory)
      3. Amount (Mandatory)
      4. Extra Added Amount (Only available in case of Credit Wallet Transactions
      5. Life Cycle State (Read Only Field)
      6. Shared Notes: Provide notes related to the transaction (User and Date will be saved along)
      7. Scroll to the Allotments tab
        1. Click on Add
          1. Amount: Type an amount for the specific allotment, if there is only one allotment then the amount should be matching the amount in the Main Information section, not including the Extra Added Amount (In case one has been specified)
          2. Validity Date: Click on the calendar icon and select a date, by which the amount could/should be consumed
             
          3. Conditions: Click on the conditions link (to add restrictions to the specific amount) 
            Allotment Conditions are useful for Credit Wallet Transactions and they are used by processes and decisions made for money that need to be deducted from the wallet.
            They can also be defined for Debit and Reimburse Wallet Transactions, however they will not be used in any processes or decisions that need to be taken by the system. 

             
            1. Click on the type of the condition you would like to add. 
            2. For each of the conditions you would like to add, click on Add
            3. There are 4 available options
              1. Day of the Week Conditions : Select the days for which the amount of money can be spent
                 
              2. Time Conditions: Select the time within a day that the amount of money can be spent
                 
              3. Product Conditions: Select the product or product type for which the amount of money can be used for
                1. Click in the product search box and type the name of the product 

                  OR
                2. Click in the product type search box and type the name of the product for which the amount of money can be used for

                3. Select the product or product type accordingly
                  The product will be added in the product conditions
                 
              4. Unit Conditions: Select the Unit for which the amount of money will become available
                1. Click in the Unit search box and search for a unit

                  OR
                2. Click in the Group search box and search for a group
                   
                3. Select the unit or group and add them 
                  The unit/group will be added in the Unit conditions
                   
        2. Click on Close
          the conditions will be saved 
    7. Go to Products Tab
      1. Click on Add
        Search products modal opens
      2. Search and select the product for which the transaction applies for.
        This tab is only informative. It will not be used for any calculations or validations and it can be used for all Transaction classifications, however it is more meaningful for Debit Wallet Transactions 
         
       
    8.  Click on Save
      The transaction is saved and the Life Cycle State is set to Effective 

      Log information tab keeps the log information, including that the transaction has been manually created

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