How To: Running Transaction Update (02-05)

Overview

This tutorial describes how to run the transaction update.

Video

Step-by-Step

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1. In the ‘Region’ field, select the region being updated from the drop down menu.

2. If you want to run the update for a single branch, select the branch from the ‘Branch’ drop down menu. Select ‘All’ to include all branches in the update.
• If all Branches are selected, only branches with processing status of “G” are updated.

3. In the ‘From Date’ and ‘To Date’ fields, enter the date range for the update, or select them from the calendar.

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4. Click ‘Accept’ to select the branches for update. Branches eligible for update appear.
• If there are no branches eligible for update for the entered branch/day, the message “No Branch/Day meet select criteria” appears.

5. Click ‘Update’. The status of the updated branches/days changes to ‘X.’