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OCI MW – Transaction Type Column Detail

Transaction Type Column Details

The transaction type can be specified using its number or text value:

  • 1 - EstProdUnits
  • 2 - ActualProdUnits
  • 3 - PercentComplete
  • 4 - MiscAmount1
  • 5 - MiscAmount2
  • 6 - MiscAmount3
  • 7 - MiscAmount4
  • 8 - MiscAmount5
  • 9 - MiscAmount6
  • 10 - ScheduledValue

Posting Levels

Transactions can be created at the Job (or Job/Extra) level, Cost Code level, Group Cost Code level, or Category level.  The level that a transaction will post to is determined by the set of columns that are given values.  For example, a transaction having a value in the Job column but nothing in the Extra, Cost Code, or Category columns will be at the job level.  A transaction having a value in the Job and Cost Code columns but not the Category column will be at the Cost Code level.

Note that not all transaction types are available at each level.  Attempting to use a transaction type that is not supported by a given level will result in a rejection.

Job Level

Transaction types supported at the job level:

  • 3 - PercentComplete
  • 4 - MiscAmount1
  • 5 - MiscAmount2
  • 6 - MiscAmount3
  • 10 - ScheduledValue

Note that these transactions can be posted to Jobs or Extras.

Cost Code Level

Transaction types supported at the cost code level:

  • 1 - EstProdUnits
  • 2 - ActualProdUnits
  • 3 - PercentComplete
  • 4 - MiscAmount1
  • 5 - MiscAmount2
  • 6 - MiscAmount3
  • 7 - MiscAmount4
  • 8 - MiscAmount5
  • 9 - MiscAmount6
  • 10 - ScheduledValue

Category Level

Transaction types supported at the category level:

  • 3 - PercentComplete
  • 4 - MiscAmount1
  • 5 - MiscAmount2
  • 6 - MiscAmount3
  • 7 - MiscAmount4

Units or Amount

The transaction type also determines whether the Units or Amount column will be used.

Units

Transaction types that use the Units column:

  • 1 - EstProdUnits
  • 2 - ActualProdUnits

Amount

Transaction types that use the Amount column:

  • 3 - PercentComplete
  • 4 - MiscAmount1
  • 5 - MiscAmount2
  • 6 - MiscAmount3
  • 7 - MiscAmount4
  • 8 - MiscAmount5
  • 9 - MiscAmount6
  • 10 - ScheduledValue