This is the help file for transaction user keys found on Dimensions when pressing F1 and searching for Transaction user keys
If you cannot access the help file this is below:
TUK(s) Stands for Transaction user keys
Transaction User Keys enable you to define and attach unique, or predefined, identifiers to Transaction Detail lines. These keys can then be used by third party tools, such as Crystal Reports Professional, to select and sort data for reporting purposes.
For example: you wish to identify all the transactions that relate to a particular construction project so that you can produce a costs report using Crystal Reports. Attaching a Transaction User Key to each transaction for the project will enable you to do this, offering simple costing-type functionality.
Transaction User Keys are not used within Dimensions reports but can be entered as search criteria on Enquiry windows.
Creation of the Transaction User Keys
Navigate to System
Options
Transaction User Keys
To set up the details:
Click on Insert (or Edit) to display the Transaction User Keys record window,
Tab to a new empty line (or select the TUK you wish to Edit),
Enter the Description,
There are up to 5 TUKs to which you can assign your item. Each item can be assigned to one, or more, TUKs.
Flag the Ledgers and/or Module for which the key is available. You can select more than one.
For example, the construction project mentioned above is the construction of a children's playground comprising 5 zones (swings, a slide, a balance beam, a cargo net, and a climbing frame), and each zone of the playground will require Rubber Safety Mats. Therefore you may want to assign TUK 1 as the Swings zone, TUK 2 as the Slide zone, and so on. For each zone you could create a Description for each of the items you need to Purchase for each zone, with the Rubber Safety Mats common to all zones.
Attaching a Transaction User Key
The Transaction User Keys entry window can be popped up on all Transaction Detail windows in two ways:
• Automatically, by setting the option Automatically Show Transaction User Keys pop up in Transactions, or
• Manually, by clicking the Transaction User Keys button, which is found on the Detail screen toolbar on all transactions.
Then:
Select a predefined key from a drop-down list. The Transaction User Keys entry window contains several drop-down lists containing predefined keys. Note that partial entry of a Description in a fields will display matching records. Or you can enter a unique key on-the-go by entering it in one of the Transaction User Key fields.
Click on Default button to make current selections the Default for all the Detail lines in this transaction, so that you do not have to repeatedly re-select the User Keys.
Click on Accept to save the Transaction User Keys data selected into the relevant fields in the Order Detail and Ledger Detail tables.
Enter a Transaction User key as search criteria
Transaction User Keys are not used within Dimensions reports but can be entered as search criteria on Enquiry windows.
Click the List Definition icon to change to this mode. This is the default mode when an Enquiry window is opened from the Enquiry option on the transaction menu bar.
In List Definition mode, the tab cards at the foot of the window are replaced with the Filter and Sort Order pane and the Search pane.
Locate the Transaction User Key fields in the list of fields available in the Search pane.
Enter the Transaction User Key you wish to search for along with an operator (Begins, Equals etc.).Or, select the key from the list of predefined keys that can be displayed by clicking the list button.
Click the Display icon on the toolbar to activate the search and to display any matching records.