Editing Transaction Types

In the Metrix Asset Management system, editing a transaction type is restricted to updating the value restriction only. Other properties including the name cannot be modified after initial creation.

To edit the value direction restriction on a transaction type, complete the following steps:

1. Navigate to the ‘Transaction Type’ management page (Assets Menu > Transaction Types).

2. This page renders every transaction type currently configured in the system. To edit a particular transaction type value restriction, click on the pencil ‘Edit’ icon on the right-hand side of the ‘Direction’ field in the corresponding row.

   

3. Set the new transaction type value restriction to either ‘Negative Only’, ‘Positive Only’, or ‘Any’.

4. Once finished, click on the tick icon at the right-end of the input box.