---
title: Set up transaction screens
description: This article explains how to set up all your transaction modules. ParagonERP allows you to decide on a module by module basis how all your screens are configured.
---

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August 12, 2026

# Set up transaction screens

### **Introduction**

This article will explain how to set up all your transaction modules. You can also learn about [attributes](https://support.paragon-erp.com/what-are-attributes-and-attribute-values?hsLang=en) and how to [set up your reference screens](https://support.paragon-erp.com/how-to-set-up-reference-screens?hsLang=en).

 

### **Process description:**

ParagonERP allows you to decide on a module by module basis how all your screens are configured. For example, information that may be important to see on an invoice may not be relevant on a shipment.

 

 

Note that attributes must be setup before your transactions/reference screens.

### **Step-by-step instructions:**

- #### **Step 1: Navigate to the screen setup**

From any screen in ParagonERP, click on the **settings** button.

![](https://desk.zoho.com/galleryDocuments/edbsn661f18971ec27a23cf7cc26a027f3210a5f1ecbd609137d52d0a6c3b1a5aee70659d63b5838cd8e5b9458541730ae98e?inline=true)

 

Then, select **screen setup** under the **system** card.

 ![](https://desk.zoho.com/galleryDocuments/edbsnec4b884788c82e8ea11d52cdf069cc139c3c3f2fcc13b82369718ca684acd0aa0ad17648c72a4b91e6444c71a5e86304?inline=true)

- #### **Step 2: Select the module you want to set up**

At the left of the setup screen, you will see a list of all the modules in ParagonERP whose screens can be configured. Choose the transaction module you'd like to set up. All transaction screens have a consistent layout, which means that once you're familiar with one, you can do them all.

 

As an example, we are using credit. It looks very similar to the actual credit transaction screen.

 

![](https://support.paragon-erp.com/hs-fs/hubfs/Credit%20Setup-jpg-1.jpeg?width=670&height=317&name=Credit%20Setup-jpg-1.jpeg)

To begin making changes, click the **edit** button.

 

- #### **Step 3: Configure the transaction summary tab**

 

The next few sections will explain how the different parts of the **summary** tab setup can be configured.

![](https://desk.zoho.com/galleryDocuments/edbsn5b1b36639802ab7a3f186251ea6c7e0b3ef0391e212de9ea9238d0c4e09f9c5c8d873ac158bdc66956a16b21d160c216?inline=true)

 

- #### **Step 3a: Edit the transaction ID**

Transaction IDs are composed of a prefix (1) and a number (2).

![](https://desk.zoho.com/DocsDisplay?zgId=690517441&mode=inline&blockId=defrcd48a0bd8b9284197a8775be5d79c5580)

 

1. The prefix can be an alphanumeric value that will appear at the beginning of every transaction. The default prefix for credit is CR.
2. The second part of the transaction ID is a number. This number increments by 1 for every transaction of the same type that is created. On the screen setup you can decide the number at which the sequencing will begin. For example, credits can start at number 100000 (100001, 100002, 100003...), and invoices can start at number 300000 (300001, 300002, 300003...).

To change the prefix or starting number of a transaction type, change the values in the two fields above the date.

 

Only a 6 character number will be accepted in these forms. If the numeric value is not being accepted, the value will appear in red. To prevent this, make sure all numeric values are 6 characters long by manually entering 0's in front of the value. By example, 300 would become 000300.

You cannot enter in a lower number than what is already there (i.e. you cannot start your transaction numbering from 1 again after transactions have already been created)

 

- #### **Step 3b: Edit business terms**

You can add up to six terms to this area, and arrange them in any order you like.

![](https://desk.zoho.com/galleryDocuments/edbsn661f18971ec27a23cf7cc26a027f3210f6dd888bffbcd6f45c2feb1eb5ebf259c46ac58091bb09b04bf5fd2acf1f92d2?inline=true)

To change one of the business terms, click into the lower field. A drop-down list will appear. This list contains all the attributes that are currently available. Select the term you'd like to have in this position on this transaction.

![](https://desk.zoho.com/galleryDocuments/edbsn51f5cca1c83f11c481ddfeb3f0d754aa36efdaa2b599382ff64c857e2d861ce2b133bbf15bd6113daadb52950971f788?inline=true)

After you select a term from the list, the upper field name will change to display the default name of the term. This field is the term's label, and can be changed to say whatever you like.

![](https://desk.zoho.com/galleryDocuments/edbsn972a95bb8f4b1cba97f35c2d6c40d6dc91e4beace428d926987ed235efe9f424a85b7f5b1ca818fb841952ddf3753098?inline=true)

For example, you can change box number to box #. To do so, click into the upper field and edit the text.

   ![](https://desk.zoho.com/DocsDisplay?zgId=690517441&mode=inline&blockId=defrc793ecb10df9d48e78af8882dbaf3da8b)

![](https://desk.zoho.com/DocsDisplay?zgId=690517441&mode=inline&blockId=defrcb84d0795c2dc41b592f703990b77916b)

 

**Make business terms mandatory, if applicable**

Depending on the transaction, you may want to make certain terms mandatory. To do this, click the asterisk to the left of the business term.

1. A red asterisk denotes that a field is mandatory, meaning that a transaction cannot be created without entering a value.
2. A grey asterisk indicates that the field is not mandatory and the transaction can be created even if it is left blank.

 

![](https://desk.zoho.com/DocsDisplay?zgId=690517441&mode=inline&blockId=defrc90b540bb22714b41baed7a3a8e2dc203)

 

- #### **Step 3c: Edit tax security**

You may, or may not want to allow certain users to override/ edit taxes. To set the tax security in any of the transaction modules, select one of the three options from the drop down menu: **can be edited**, **cannot be edited**, or, **don't show**.

 

![](https://desk.zoho.com/galleryDocuments/edbsnb502edf191d27cd1d21805e27aa831f7faf8845aaa8e6ee8bf946b5975cbca20f31e3b3c8e8170f4d002e266a51062bd?inline=true)

You may want to check with your accounting department before changing the tax setting to *can be edited.*

- #### **Step 3d: Edit line attributes**

Click the **edit line attribute** button. 

![](https://desk.zoho.com/galleryDocuments/edbsn093ab3dab75a42e94f80ea9d482bb32f728a4ad0fac32b27dd27da3c8c5f3d4e4822796b0445ce7acdc329a01ba852c5?inline=true)

A new modal will popup on screen.

![](https://desk.zoho.com/DocsDisplay?zgId=690517441&mode=inline&blockId=ixno4bb6ca445dc8840ab859f9eb1e8ff307a)

If you wish to add attributes, click the **add new** button situated at the bottom left. This will add a new empty line. A drop-down list will appear when clicking the empty field. From that list you can select the attribute you'd like to add.

 

![](https://desk.zoho.com/DocsDisplay?zgId=690517441&mode=inline&blockId=ixno4995845c3e7d041aea4d6c04b11dcd388)

 

Finish setting up the line attributes by following these steps:

1. **Ordinal -** Assign the order of the attributes.This is done by assigning numbers, starting at 1, into the ordinal column.
2. **Mandatory -** Make the attribute mandatory: If you check off this box, the attribute must be filled in before the reference/transaction is issued.
3. **Disallow multiple -** Leave this option unchecked if you want to allow the attribute to be added to the module more than once: This is useful for information like phone numbers and email addresses.
4. **Always show -** Make the attribute always show on the screen: When you are creating a new reference, you are given a list of default attributes to fill in based on the setup you're doing here. If you want an attribute to always be part of this default list, check off **always show**. If you do not check this off, the attribute will now show up on the default list, but will be found in the blue plus button of the reference screen.

![](https://desk.zoho.com/galleryDocuments/edbsn093ab3dab75a42e94f80ea9d482bb32fc213c5cbd5ce6efbc42a11e28c4727e37e689622ce2a9ffecd6920f03997c79d?inline=true)

 

You may also remove any attribute by clicking the delete button on the left side of every line.

![](https://desk.zoho.com/galleryDocuments/edbsn972a95bb8f4b1cba97f35c2d6c40d6dc632d1adf8fb0e8673ca251e6655bf2a532ceb532dfd6a355980ac608795dc0d6?inline=true)

- #### **Step 3e: Edit line discount**

The process is identical to the line attributes. First, click the **edit line discounts** button. 

![](https://desk.zoho.com/galleryDocuments/edbsn972a95bb8f4b1cba97f35c2d6c40d6dcb3282dfd6e6545e489f1a7c92d88fd45540277b3163e228276ca38b0910905ad?inline=true)

A new modal will popup on screen.

![](https://desk.zoho.com/DocsDisplay?zgId=690517441&mode=inline&blockId=ixno4cef534b666e54e749452582990656643)

If you wish to add discount attributes, click the **add new** button situated at the bottom left. This will add a new empty line. A drop-down list will appear when clicking the empty field. From that list you can select the discount attribute you'd like to add.

 ![](https://support.paragon-erp.com/hs-fs/hubfs/Add%20Discount-jpg.jpeg?width=670&height=513&name=Add%20Discount-jpg.jpeg)

Finish setting up the discount attributes as explained in **Step 3d: Edit line attributes.**

 

- #### **Step 4: Configure the transaction more tab**

Now we will move to the **more** tab where you will see more attributes related to the transaction itself.

 

![](https://desk.zoho.com/galleryDocuments/edbsnf81029f0866f0d5fd2c3395a98f5d4b9f8338cde5b5990fd012681d7d86f08c0892ec62524be9862edd73cd9d870c89b?inline=true)

 

Click the **add attribute** button if you'd like to add an additional attribute to associate to the credit module. It is situated at the bottom left of the screen.

![](https://desk.zoho.com/galleryDocuments/edbsn745f9f1b3ec34082968b875e262ba917af8a4407dd04eb44cbdb845729213b54619dbd40c477fc01fd4114e6f2e07c42?inline=true)

 

An empty line will be added.

![](https://desk.zoho.com/galleryDocuments/edbsn0b7613896138dd6e66df58e07529f2e52d8f9a7d90ccb4d3ee5ba83298808d0bf146d6adb92d7ad83796813772765112?inline=true)

 

Choose an attribute from the list displayed: 

![](https://desk.zoho.com/galleryDocuments/edbsnf81029f0866f0d5fd2c3395a98f5d4b9c9ca0475847a909292453eda47246e029044fc5a522fc9002ad0ec172f481181?inline=true)

 

Then, you can finish setting up the attributes by following the steps explained in **Step 3d: Edit line attributes.**

To remove any attribute from the attribute panel, click the **delete** button to the left of the reference.

 

![](https://desk.zoho.com/DocsDisplay?zgId=690517441&mode=inline&blockId=ixno4b1bf3d04d4dc45f091c9f95b39eb2f46)

 

- #### Step 5: Locking feature

ParagonERP allows you to lock your transaction on issue.

 

![](https://desk.zoho.com/galleryDocuments/edbsnd7676e673ac7affb6da07445d0b49311bf8a74abbc04d055d654452c01179d378e4a6048f9b0d4d7f43f91cc49e7ee63?inline=true)

 

This article will give you more information on the [lock/unlock](https://support.paragon-erp.com/lock/unlock-transactions?hsLang=en) function.

- #### **Step 6: Save and logout**

Once you have made the necessary changes within the transaction setup, click the **save** button. 

![](https://desk.zoho.com/galleryDocuments/edbsnb502edf191d27cd1d21805e27aa831f7804ac1e81bc3e6f4cf2aa1ed8ea8f010b1dbd0f123e925df05dab50beeb4b748?inline=true)

 

You will receive a notification prompting you to logout.

 

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202026-08-05%20090542-png.png?width=294&height=93&name=Screenshot%202026-08-05%20090542-png.png)

 

When you log back in, the changes you made to any modules will be applied in the system.

Note that you may cancel the changes at any point of the listed steps by clicking on the **cancel** button.

![](https://desk.zoho.com/galleryDocuments/edbsn5b1b36639802ab7a3f186251ea6c7e0b92ff920b130bd7927626dc22fb0dced5c81a812aa0558b541ab3cab772617f74?inline=true)

 

 

### **Advanced settings**

All transaction settings screens have an **advanced settings** option.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202026-08-12%20100723-png.png?width=594&height=70&name=Screenshot%202026-08-12%20100723-png.png)

 Click this link to access the article that explains how [advanced settings](https://support.paragon-erp.com/use-advanced-settings-in-transaction-screens?hsLang=en) works.

 

 

### Related articles

 

[Setting up reference screen](https://support.paragon-erp.com/how-to-set-up-reference-screens?hsLang=en)

[How to set up attribute inheritance](https://support.paragon-erp.com/how-to-set-up-attribute-inheritance?hsLang=en)

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