Define AP Selection Template
Explanation
This activity is used to define an accounts payable selection template for
proposals and reports.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.
Window
AP Selection Template
Related Window Descriptions
AP Selection Template
Procedure
- Open the AP 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.