Every document profile needs at least one transaction description so you can transfer data using the Transfer module. The default transaction is used in the Transfer job, but you can change this.

You can:

• Mark a transaction description as the default standard transaction description

When you are using Manager and editing a document profile, you can mark a standard transaction as the default standard transaction.

To mark a transaction description as the default standard transaction description, open the document profile, right-click the transaction description, and select Default.

After you mark the default standard transaction description, it is used in Transfer jobs if the Transfer job specifies <Default>.
  

• Select a standard transaction description in the Transfer job

When you are editing a Transfer job, you can select a standard transaction to use instead of the default standard transaction description.

To select a transaction description, edit the job description and select one you want in the Transaction description box in the General settings for Transfer jobs. If you want to use the default standard transaction, select <Default>.
  

• Use one transaction description for each document type (when using a system job)

If you are using a job description based on the system document profile, you do not have to create a transaction description for every document profile. Instead, you can do the following: