Define AR Selection Template

Explanation

This activity is used to define an accounts receivable selection template for proposals and reports.

This activity has no prerequisites.

This activity has no system effects.

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.