Saving Transactions

The process for saving embedded and external transactions is slightly different in terms of the menu options used. The Save Transaction As option allows you to save an embedded transaction as an external transaction. This option works similarly to the Save As option in the File menu used to save external transactions.

To save an embedded transaction as an external transaction, use the Save Transaction As option in the Transaction menu. This option opens a Save As dialog box where you can provide a name and destination path for the transaction. You can also select the embedded transaction tab and right-click to open a shortcut menu providing Save As, Change Transaction Name, and Validate options.

Note: To change the name of an embedded transaction, use the Change Transaction Name option in the Transaction menu.

To save an external transaction, use the Save or Save As options in the File menu. An external transaction (as a separate file) is opened, closed, and saved just like an REQ file from options available in the File menu.