TransEditor Actions

Menu > Logic Settings > TransEditors > Actions

Use this page to create actions that are executed when a TransEditor's conditions are met. Or, if no conditions are specified in the TransEditor, all actions are executed.

An action sets a target element to one of the following:

  • A constant value. For example, you could create an action that sets the invoice-level ALLOCATION_NAME element to the desired value.
  • The value of another element. For example, you could create an action that sets the line-level IS_EXEMPT.ALL element to True.
  • The value of an element after it is modified by a math expression. For example, you could create an action that sets the line-level GROSS_AMOUNT to GROSS_AMOUNT+USER_ELEMENT.ATTRIBUTE7 as shown in the following screen shot.

Before using this page for the first time, review TransEditors.

Add an action for a TransEditor

  1. Select the desired TransEditor on the List TransEditors page.
  2. Select Add Action from that page's Actions menu. A blank TransEditor Actions page appears.
  3. Enter the action using the field reference below.
  4. Click Submit to save your changes.

Edit the currently-selected action

  1. Modify the data.
  2. Click Submit to save your changes.

Delete the currently-selected action

  1. Select Delete Action from the Actions menu.
  2. Click OK to confirm the deletion.

TransEditor Actions Field Reference

Field

Req?

Description

Target Element

Y

The element that is acted upon. To select an element:

  1. Begin typing the name of the element.
  2. Select the desired element from the pop-up list.

For example, you could type ship_f to display a list of Ship From elements from which to select.

If you do not see the desired element, you may need to enter more characters; for example, ship_from.city to display the INVOICE.SHIP_FROM.CITY and LINE.SHIP_FROM.CITY elements.

Value Element / Expression

Y, if selected

An element, or a math expression containing a numeric -type element., used to populate the target element. For a list of valid examples of elements and expressions, see TransEditors.

To select an element:

  1. Begin typing the name of the element.
  2. Select the desired element from the pop-up list.

For example, you could type ship_f to display a list of Ship From elements from which to select.

If you do not see the desired element, you may need to enter more characters; for example, ship_from.city to display the INVOICE.SHIP_FROM.CITY and LINE.SHIP_FROM.CITY elements.

To create a math expression, use only the +,-,*, or / operators and ensure that the element you are including in the expression is a numeric-type element, such as GROSS_AMOUNT or USER_ELEMENT.

Constant

Opt.

The value of the element that is acted on can be set to a constant by selecting the Constant radio button, then entering a constant in the Value field. The value can be blank.

Order

Y

Order of application. The result of one action can be used by another, so order can be important.