---
title: "Trading Parties Transactions Design"
canonical: "https://wiki.soft1.eu/space/SS5EN/12060558/Trading%20Parties%20Transactions%20Design"
format: markdown
---
Info: The transactions are entries created by the documents that update the financial data of entities. That is, a concept relating documents with entities.

Things to know about transactions:

- Transactions are the only way to update the financial data of modules.
- Transactions cannot be entered manually: They are automatically created by "Documents" and specifically by their "header" and "lines".
- Each central entity has its own transactions in order to update the financial data.

The type of update / modification effected by a transaction in the financial data of the entity depends on the type of transaction and, namely, on the parameters contained in this particular type of transaction. The types of transactions to be used for each entity and the definition of the updates to be effected by them on their financial data are defined in the Transaction design jobs.

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The trading parties transactions design allows: 

- The creation of transactions from documents - that is definition of the conditions under which a document creates certain transactions.
- Updating the financial data of the trading parties in a manner defined by the design of these transactions.

 

The trading parties transactions design screen includes: 

- The zone with the minimum code and description fields
- A behavior page
- An aggregates page

![image](media://aa29c688-9772-4505-9a62-637602a529ae)

Through menu Parameters - Trading Parties - Customers/ Suppliers/ Debtors/ Creditors - Transactions design, you can create new transactions. Selecting "New entry" you can set a new transaction, in which you enter the code and description (i.e. Sales/supplier Delivery note, Invoice, etc.).

On page <Behavior> specify whether the transaction will increase or decrease the debit/ credit/ turnover of the trading party.  

 

If you select [blank], no action will be performed. 

Field "Comment" is completed automatically by "Name", but you can modify it.

 

On page <Aggregates> you set the effect of the specific transaction for each one of the aggregates used for the trading parties.