Define AR Selection Template
Explanation
This activity is used to define an accounts receivable selection template
for proposals and reports.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.
Window
AR Selection
Template
Related Window Descriptions
AR
Selection Template
Procedure
- Open the AR
Selection Template window.
- Click New.
- Enter an identity for the Template ID
field.
- Enter a description for the template in the
Description field.
- Select the ownership type for the template from
the Ownership list. By default the ownership of the template will be
Private.
- Select the Default check box if you want to
make a template Public or Private. At any given time there can be only one default Public template
for a company and/or
one Private template per owner.
- Click Save.
- Select a value for the Object ID field using the List of Values.
The Selection Object Description will be displayed automatically.
- Select an operator from the Operator list for each selection
object.
- If you have selected the operator Between
then enter values for From Value and To Value fields.
- The Values Exist check box will be
selected, If you have selected the operator Incl Specific Values or
Excl Specific Values and then right clicked and selected the Define Includes/Excludes Values option and have selected any items from
Define Includes/Excludes dialog box.
- Select the Manual Input check box to indicate whether Incl
Specific Values or Excl Specific Values operator has been used. Select the
row containing the operator Incl Specific Values or Excl Specific Values and
right click and then click Define Include/Exclude Values and enter
the desired object values in the Include/Exclude Values (Manual)
dialog box.
- Click Save.