Understanding the Setup for Lines of Business

You must set up the system to ensure that the customer's activity or line of business appears on the legal vouchers. To specify the line of business, or activity, for a company, you:

  • Set up an address book category code UDC with values that represent lines of business or activities for companies.

    For example, you might set up UDC table 01/25 with codes for the lines of business.

  • Specify the value from the address book category code when you enter information about the company on one of the Cat Code tabs of the Address Book Revisions form.

  • Specify in the Legal Company Constants (P76H002) or (P76P002) program the address book category code that is set up for the lines of business/activity codes.