Prerequisites

Before you perform the tasks in this section:

• Set up values in the Account Group Categories UDC table (74P/GC).

• Set up values in the Account Categories UDC table (74P/AC).

• Verify that values exist in the Account Type UDC table (74P/AT).

• Set up values in the Account Tag UDC table (74P/AG) (Release 9.2 Update).

• Set up values in the Additional Account Tag UDC table (74P/AA) (Release 9.2 Update).

• Set up values in the PD Additional Account Tag UDC table (74P/PG) (Release 9.2 Update).