4.6. Schedule Transaction Window

4.6.1. Scheduled Transactions Main Display Window

Note

The detailed explanation of scheduling transactions is described in Section 6.13, “Scheduling Transactions”.

This window is shown when ActionsScheduled TransactionsScheduled Transactions Editor is selected from the Menubar. This will open a new tab window with the Scheduled Transactions displayed.

4.6.1.1. Scheduled Transaction Main Window Components

Table 4.28. Components of the Schedule Transactions Window.

Component

Description

Menubar

Contains the Menus used in the Schedule Transactions Window. It provides the standard list of Menubar options and an additional option, Scheduled, which presents options; New, Edit or Delete. If no transaction is highlighted Edit and Delete will be "grayed out".

Note

Some buttons in the Toolbar only become active as soon as a transaction has been selected in the Schedule Transactions window.

Toolbar, Icons/Buttons

Contains buttons used to access Schedule Transitions tasks.

Tabs

Tabs to switch between open displays.

Transactions

The Transactions pane contains a list of transactions scheduled and related characteristics.

Upcoming

The Upcoming pane contains a calendar of the next months In this calendar the days in which one or more transactions are scheduled, are highlighted with a circle.

You can change the time interval displayed in the calendar by selecting a different period from the View: drop down list on the right.

Tip

Click on a date in the pane and the details about the scheduled transactions on that date will be displayed.


4.6.2. Scheduled Transactions Menu

The following table describe the Scheduled menu options available in the Menubar when you are in the Scheduled Transaction window.

4.6.2.1. Scheduled Transactions - Scheduled Menu

Table 4.29. Scheduled Transactions Menu - Access to scheduled transaction editing operations.

Menu Item

Description

New

Add a new scheduled transaction.

Edit

Edit the currently selected transaction.

Delete

Remove the currently selected transaction.


4.6.3. Scheduled Transactions - Toolbar Icons/Buttons

The Scheduled Transactions window has a Toolbar to quickly access some common functions used with scheduling.

Tip

A brief description of the function of a Toolbar button is displayed when the mouse pointer is placed over the icon for a couple of seconds.

Table 4.30. Scheduled Transactions Window Toolbar

Toolbar Button

Description

Save

Save the current schedule of transactions.

Note

Only active if changed data has not yet been saved.

Close

Close the Scheduled Transactions window.

New

Add a new scheduled transaction.

Edit

Edit the currently selected transaction.

Delete

Remove the currently selected transaction.