Defining a Characteristic for a Financial Transaction Distribution Type

Procedure

To define a characteristic for a financial transaction distribution type:

  1. Ensure that the Characteristics section is expanded when you are defining, editing, or copying a financial transaction distribution type.

    The Characteristics section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Characteristic Type Used to indicate the characteristic type. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the financial transaction distribution type.
    Characteristic Value Used to specify the value for the characteristic type.
    Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the financial transaction distribution type.
  2. Enter the required details.
    Note: If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.
  3. If you want to define more than one characteristic for the financial transaction distribution type, click the Add ( The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the financial transaction distribution type, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to define a financial transaction distribution type Defining a Financial Transaction Distribution Type
How to edit a financial transaction distribution type Editing a Financial Transaction Distribution Type
How to copy a financial transaction distribution type Copying a Financial Transaction Distribution Type