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--- guides:apex_direct_entry_ui_guide [2017/12/07 00:34] – administrator
+++ guides:apex_direct_entry_ui_guide [2020/03/02 17:48] (current) – brett.zamora
@@ Line 25: / Line 25: @@
 To create a new Draft transaction, click the **New Draft Payload** as shown below:
+{{ :guides:images:apex_directui-015.png |}}
+The following pop-up window will be displayed:
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-A new row will be added to the Drafts list in the left panel and a default transaction details form will be displayed in the Draft Detail Panel.
+Select a Submitter from the Submitter dropdown list. After selecting a Submitter, the County dropdown list will be automatically populated with a list of counties that the selected Submitter is authorized to submit to. Select the target county from the County dropdown list.
+Enter a Primary Reference Number. The Primary Reference number is considered the Submitter's and/or Agent's 'order number' and it must be a unique value that has not been previously used for **the selected Submitter**.
+**Note:** Although not strictly enforced, it is recommended that the Primary Reference Number is limited to alphabetic letters and numbers. As dash character can be used to separate segments of the Primary Reference Number. Using other special characters, like slashes or other symbols in the Primary Reference Number introduce risks when it comes to passing the transaction files over to the variety of vendors that use CeRTNA.
+Once you have entered the Submitter, County, and Primary Reference, click the Create button and the following panel will be displayed:
+{{ :guides:images:apex_directui-025.png |}}
+A new row will be added to the Drafts list in the left panel and a default transaction details form will be displayed in the Draft Detail Panel. The values provided in the pop-up window will be pre-populated.
-Enter enter the following information by either selecting an item from the drop-down list or by keying the information directly into one of the data fields:
+Complete the remaining fields based on your requirements:
-  * Submitter
-  * County
   * Priority (Standard, 1, or 2)
-  * Primary Reference (This is the unique order number based on the Submitter)
   * Secondary Reference (This is an optional piece of additional information.)
   * Dependency (Checked = Dependent  Unchecked=Independent)
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-Once you have completed identifying the Document Types associated with your transaction you can hand it off to the APEX Transport module by clicking the Send Payload button. Your workstation must have access to the shared folder that is monitored by the APEX Transport module.
+Once you have completed identifying the Document Types associated with your transaction you can hand it off to the APEX Transport module by clicking the Send Payload button, shown below. Your workstation must have access to the shared folder that is monitored by the APEX Transport module.
-Once the transaction has been handed off, it will be picked up by the APEX Transport module, as shown below, if the APEX Transport module Sender process is running.
+{{ :guides:images:apex_directui-065.png |}}
+**Important:** It is important to note that when you click the Send Payload button, APEX simply places an XML file in your configured 'base' folder. (See the [[guides:apex_folder_structures|APEX Folders]] documentation.) In order to actually send the transaction to the CeRTNA Portal, the APEX Sender must be running (started).
+Once the transaction has been handed off, it will be picked up by the APEX Transport module, as shown below, **if the APEX Transport module Sender process is running**.
@@ Line 98: / Line 119: @@
 {{ :guides:images:apex_directui-100.png |}}
+==== Viewing Transactions Returned By A County ====
+This information about viewing transactions is also available in the [[guides:apex_repositories_guide|APEX Repositories Guide]]. The specific remote repository, Returned By County, is also replicated here:
+{{page>[:guides:apex_repositories_returned_by_county_guide&noheader&noindent&nofooter&nouser&nodate&noeditbtn&nopermalink]}}