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.

This activity has no prerequisites.

This activity has no system effects.