Transaction User Keys (TUKs) let you 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. For example: to identify all transactions related to a particular construction project for a costs report in Crystal Reports, attach a Transaction User Key to each transaction for the project. Transaction User Keys are not used within Dimensions reports but can be entered as search criteria on enquiry windows. Create Transaction User Keys
Click System.
Click Options.
Click Transaction User Keys.
To set up the details:
Click Insert (or Edit) to display the Transaction User Keys record window.
Tab to a new empty line, or click the TUK you want to edit.
Enter the Description.
There are up to 5 TUKs to which each item can be assigned. An item can be assigned to one or more TUKs.
Tick the Ledgers and/or Module for which the key is available. You can select more than one.
The Transaction User Keys entry window can be opened on all Transaction Detail windows in two ways: - Automatically by setting the option Automatically Show Transaction User Keys pop up in Transactions. - Manually by clicking the Transaction User Keys button on the Detail screen toolbar. Then:
Select a predefined key from a drop-down list. The entry window contains drop-down lists with predefined keys. Partial entry of a description displays matching records. Alternatively, enter a unique key directly in a Transaction User Key field.
Click Default to apply the current selections as the default for all detail lines in this transaction, so you do not have to re-select the keys for each line.
Click Accept to save the Transaction User Keys into the Order Detail and Ledger Detail tables.
Enter a Transaction User Key as search criteria
Click the List Definition icon to switch 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 bottom 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 in the Search pane.
Enter the Transaction User Key to search for, along with an operator (Begins, Equals, etc.). Alternatively, click the list button to select from predefined keys.
Click the Display icon in the toolbar to run the search and show matching records.