Configuring advanced transaction properties

Configure advanced transaction properties to control transaction behavior, processing relationships, hold handling, completion tracking, and dependency support.

About this task

The Others tab contains transaction properties that control how a transaction participates in process execution. These properties determine whether the transaction uses task queues, creates other processes, supports completion and dependency tracking, responds to holds, and interacts with related document types and process types.

Before you configure advanced transaction properties, create a transaction or open an existing transaction. For more information, see Creating transactions and Modifying transactions.

These properties also define how the transaction interacts with related document types and process types.

1. Open a transaction.
2. On the Trigger sources tab, click Others.
3. Configure the transaction properties that apply to your implementation:
   1. To use task queue processing, select This transaction is task based.
   2. To indicate that the transaction starts another process, select Spawns another process.
   3. To specify the document type for chained processing, select a value from Chained document type.
   4. To indicate that the transaction inherits behavior from an abstract transaction, select This transaction is derived from abstract.
   5. To prevent processing when an order is on hold, select This transaction can be stopped from processing orders that are on hold.
   6. To prevent processing when a work order is on hold, select This transaction can be stopped from processing if work order is on hold.
   7. To enable transaction completion tracking, select Supports transaction completion.
   8. To enable transaction dependency processing, select Supports transaction dependency.
4. Configure the transaction relationships:
   1. To specify the processing level for the transaction, select a value from Works based on.
   2. To specify the process type that the transaction starts, select a value from Spawning process type.
   3. To specify the document type that the transaction creates, select a value from Derived document type.
   4. To enter or review the base transaction from which the transaction is derived, use Base transaction name.
   5. To specify the level at which hold processing is enforced, select a value from Hold prevention level.
   6. To specify the operation level for the transaction, select a value from Operation level.
5. Click Save.

Results

The transaction is configured with the selected processing, dependency, completion, hold-management, and document-relationship properties.

What to do next

1. Define event conditions to determine how the transaction responds to events during processing. For more information, see Defining event conditions.
2. Configure transaction completion criteria to determine when the transaction is complete.
3. Associate the transaction with the required process steps.