The fields available in Transaction Manager are categorized into two levels in the user interface (UI):

• Transaction-level fields: Also known as header-level fields, these fields provide general information about the transaction, such as the quote number, opportunity details, and account information.
• Transaction line-level fields: Also referred to as line-level fields, these fields capture specific information about the products associated with the transaction lines, including price, product details, and order information. For more information about line-level fields, see Transaction Manager: Line-level system fields.

System-provided fields in Transaction Manager

By default, Transaction Manager offers a set of system-provided fields that assist administrators in transaction processing.

This article focuses on transaction-level (header-level) fields that are predefined by the system.

• System-generated fields at the header level use the prefix “txn” followed by the actual field name.
• Custom header-level fields created by administrators are prefixed with “txn.custom” followed by the desired field name.

List of system-provided header-level fields

The following table outlines the system-provided fields at the transaction level.

• Variable name: The system-defined name of the field as configured in the environment.
• Description: A brief overview of the purpose and use case of the system field.
• Modifiable by: Indicates who can edit the field configurations:
  • System: The values of system-modifiable fields can only be set by the application. End-users cannot edit these fields. Administrators cannot determine the values of these fields via rules.
  • User: Any authorized end user with the appropriate permissions can update the field value. Determination rule actions can also modify the field value.
• Default value: The initial value assigned to the system field, specifying what can be set as the default during configuration.