# Transaction List

### **Module Guide: Transaction List (Transaction Type Setup)**

#### **Module Location**

#### Project > Project Purchasing > Transaction List

#### **Module Objective**

#### The **Transaction List** module serves as the master data hub for creating and managing a list of **Transaction Types or Project Categories**. The categories defined here (such as "FA Procurement" or "Improvement and Modification") will be used to classify various projects or purchasing activities, thereby simplifying tracking and reporting processes.

### **1. Main View (Transaction Type List)**

#### The main page of this module displays a list of all defined transaction types.

- #### **View**: This page displays all existing transaction types along with their status (active is marked with a green checkmark, inactive with a red cross).

### **2. Steps to Add a New Transaction Type**

1. #### In the **Transaction Type** input box, type the name of the new category you want to add (for example, "Warehouse Expansion Project").
2. #### Click the **\[Add\]** button.
3. #### The new category will immediately appear in the list below with an active status.

### **3. Managing Transaction Types**

- #### **Modify**: You can change the name of an existing transaction type by clicking the edit icon (pencil) in the **Action** column.
- #### **Change Status**: You can activate or deactivate a category by clicking the green checkmark or red cross icon in the **Status** column.

### **Tips & Important Notes**

- #### This is an important master data setup module and should be filled in before the other project purchasing transaction modules can be used effectively.
- #### The categories you create here will most likely become the options in a dropdown when you create a **Project Budget (RAB)** or a **Purchase Requisition** related to a project.