Importing Transactions

External transactions can be imported as an embedded transaction within an REQ file. This is an effective means of taking an external transaction that was modified or otherwise worked on outside the REQ file and associating it with the REQ filed direction as an embedded transaction.

Note: Transaction data imported into the tool will save as an embedded transaction along with the REQ file. Often though, you may want to save the XML File separately with another name (for example, if you import an XML file and modify it as a new transaction). To save an embedded transaction as an external transaction; in the Transaction menu, select Save Transaction As and provide the new name and location.

To import an external transaction, use the Import Transaction option in the Transaction menu. This option opens an Open dialog box where you can select a transaction from a folder. The imported transaction is then converted to an embedded transaction associated with an REQ file.