Setting the C1_​ACCTINFO Feature Configuration

Prerequisites

To set the C1_​ACCTINFO feature configuration, you should have:

  • Account Type characteristic type defined in the application (where the characteristic entity is set to Account)

  • Invoice Group Account characteristic type defined in the application (where the characteristic entity is set to Account)

Procedure

To set the C1_​ACCTINFO feature configuration:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Feature Configuration.
    A sub-menu appears.
  3. Click the Search option from the Feature Configuration sub-menu.
    The Feature Configuration Query screen appears.
  4. In the Feature Configuration Search zone, enter C1_​ACCTINFO in the Feature Name field.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of feature configurations that meet the search criteria appears in the search results.
  6. In the Search Results section, click the link in the Description column corresponding to the feature configuration whose details you want to edit.

    The Feature Configuration screen appears. It contains the following option types:

    Option Type Description Mandatory (Yes or No)
    Account Type Used to specify the characteristic type. This characteristic type is used to define the type of account in the Account screen.
    Note: By default, the C1_​F_​ATY characteristic type is specified. If you want to use account types other than the ones defined in the C1_​F_​ATY characteristic type, you need to create a new predefined characteristic type and add the required account types as its characteristic values. Then, specify the newly created characteristic type as the value for this option type.
    		 Yes
    Invoice Group Account Used to specify the characteristic type. This characteristic type is used to indicate whether the account is a master or member account in the Account screen.
    Note: By default, the C1_​F_​IGA characteristic type is specified. If you want to use any other characteristic type other than C1_​F_​IGA, you need to create a new predefined characteristic type and add two characteristic values - Y and N. Then, specify the newly created characteristic type as the value for this option type.
    		 Yes
  7. Enter the values for the required option types in the Feature Configuration screen.
  8. Click the Save button in the Page Title area.
    The changes made to the feature configuration are saved.

Related Topics

For more information on... See...
Invoicing Group Invoicing Group