Define AR Selection Template
Explanation
This activity is used to define an accounts receivable selection template
for proposals and reports.
- Open the AR Selection Template page.
- Click New.
- Select the ownership type for the template from the Ownership
list. By default the ownership of the template will be Private.
- Select the Default option 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 option will be selected, If you have selected
the operator Incl Specific Values or Excl Specific Values
and then use command button and select the Define Includes/Excludes Values
option and have selected any items from Define Includes/Excludes
option.
- Select the Manual Input option 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 use command
button and then click Define Include/Exclude Values and enter the
desired object values in the Include/Exclude Values (Manual)
option.
- Click Save.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.