Overview

Arrangements to be filtered by the selected Location/Arrangements_To_Be_Filtered_By_The_Selected_Location is a setting located in Financial Settings > General Settings > Transaction Settings, under the New Transaction Form Setting sub-group.

What This Setting Does

This setting controls whether the list of arrangements shown when issuing a Transaction is narrowed down based on the _Location_ selected on the form. When enabled, only arrangements associated with the chosen _Location_ appear as available options, making it easier to find the right arrangement in institutions that operate across multiple _Locations_.

Where It Is Used

This setting affects the New Transaction form, the pop-up used to issue a Transaction. It takes effect when a user selects a _Location_ on the form, at which point the list of available arrangements is filtered to match that selection.

• Main Menu > Financial > Transactions (New Transaction form)
• Main Menu > Financial > List of Payers (New Transaction form)
• Main Menu > Financial > Online Payments (New Transaction form)
• Main Menu > Students > Students List > (open a _Student_) > Accounting tab (New Transaction form)

Business Logic / Behavior

• When enabled, the arrangements offered on the Transaction form are filtered so that only those linked to the selected _Location_ are shown.
• When disabled, arrangements from all _Locations_ are shown regardless of the selected _Location_.
• This is a simple on/off toggle with no further configuration options.

Example(s)

Horizon Multi-Campus Institute operates from two _Locations_: a Downtown campus with 180 active arrangements and a Riverside campus with 95 active arrangements, 275 in total. With this setting enabled, when a Finance Officer selects the Downtown campus on the Transaction form, the arrangement dropdown shows only the 180 arrangements belonging to _Students_ [Learners] enrolled at Downtown, instead of all 275, preventing accidental selection of an arrangement tied to the Riverside campus.

When to Use

When to Enable

Enable this setting for institutions with multiple _Locations_ where staff need the arrangement list narrowed automatically to avoid selecting the wrong arrangement and to speed up Transaction entry.

When to Disable

Disable this setting for institutions with a single _Location_, or where staff need to see and select from the full list of arrangements regardless of the _Location_ chosen on the form.

Notes

Prerequisites: Multiple _Locations_ and Location-linked arrangements should be configured for this setting to have a meaningful effect.

• Return only Locations related with Student assignments in period/Return_Only_Locations_Related_With_Student_Arrangements_In_Period (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Enable the use of proposals based on arrangement payers and for the selected operational processes/Enable_the_use_of_proposals_based_on_arrangement_payers_and_for_the_selected_operational_processes (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Do not allow backoffice users to edit installments amount in Transaction payment process/Do_not_allow_backoffice_users_to_edit_installments_amount_in_Transaction_payment_process (Financial Settings > General Settings > Transaction Settings > New Transaction Form Setting)
• Related configuration: _Locations_ (Main Settings > General Settings > Locations) – this is where _Locations_ themselves are created and managed.

This setting behaves the same regardless of whether Higher Education Mode (Enable Configuration for Higher Education/Xrisi_parametropoihshs_kolegiou) is enabled or disabled.