Transfer General Settings

The Transfer General Settings allow you to configure the general settings for the Transfer Summary Calculation Data Reference. Specifically, the user should configure the following fields according to the table below:

Transfer General Settings Available Options

Input Box	Description
Templates	[MANDATORY] The user is asked to select at least 1 template from the available list. The list is populated with the list of the Templates defined with type “TRANSFER” within the current database where the DR is loaded/configured.The list of the template has 2 meanings:Define the list of the template will be used as filter template is the calculations.Define the list of the Attributes populated in the Combo of the summarized Attribute and the filter.In order to keep the configuration simple, Pimsoft suggests to use only one template because multiple templates usage may not have the same set of Attributes which could lead to calculation inconsistencies.
Source / Destination Element	These fields are used to filter the transfer with a specific SOURCE and/or DESTINATION object. In the Case where both values are not selected, all transfers within the execution time context (CASE) are selected with the template specified in the check-box list.In Case SOURCE only is selected, all the transfers with SOURCE equal to the selected AF Element will be considered, other will be discardedIn Case DESTINATION only is selected, all the transfers with DESTINATION equal to the selected AF Element will be considered, other will be discarded.If both options are selected, only those transfers with the specific SOURCE/DESTINATION combination are considered in the calculation.

Input Box

Description

Templates

[MANDATORY] The user is asked to select at least 1 template from the available list. The list is populated with the list of the Templates defined with type “TRANSFER” within the current database where the DR is loaded/configured.The list of the template has 2 meanings:Define the list of the template will be used as filter template is the calculations.Define the list of the Attributes populated in the Combo of the summarized Attribute and the filter.In order to keep the configuration simple, Pimsoft suggests to use only one template because multiple templates usage may not have the same set of Attributes which could lead to calculation inconsistencies.

Source / Destination Element

These fields are used to filter the transfer with a specific SOURCE and/or DESTINATION object. In the Case where both values are not selected, all transfers within the execution time context (CASE) are selected with the template specified in the check-box list.In Case SOURCE only is selected, all the transfers with SOURCE equal to the selected AF Element will be considered, other will be discardedIn Case DESTINATION only is selected, all the transfers with DESTINATION equal to the selected AF Element will be considered, other will be discarded.If both options are selected, only those transfers with the specific SOURCE/DESTINATION combination are considered in the calculation.

Note: In the Case that the selected template is modified, the settings of the other sections will be reset. The user must reconfigure these sections because the list of the Attributes in the other section strongly depend on the template selection