Creating Package Rule-based Transactions

A transaction based on package rules is used to create an empty set of transaction data containing all package rules reference in the document PTRs. Once created, you can edit the transaction by entering data into a particular data element.

With the target REQ file open, select Transaction > Create Transaction > From Package Rules.

You can select to embed the transaction into the current REQ file or as an external transaction. Once created, the transaction editor opens. From this point you can begin authoring and testing of the transaction data.

Note: When viewing a read-only REQ file, you can create a new external transaction (see Creating Schema-based Transactions) or open and use an existing external transaction (File > Open).