Copying a Reconciliation Type

Instead of creating a reconciliation type from scratch, you can create a new reconciliation type using an existing reconciliation type. This is possible through copying a reconciliation type. On copying a reconciliation type, the details including the algorithms and characteristics are copied to the new reconciliation type. You can then edit the details, if required.

Prerequisites

To copy a reconciliation type, you should have:

  • Reconciliation type (whose copy you want to create) defined in the application

  • Reconciliation business objects defined in the application

Procedure

To copy a reconciliation type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select R and then click Reconciliation Type.
    A sub-menu appears.
  3. Click the Search option from the Reconciliation Type sub-menu.
    The Reconciliation Type screen appears.
  4. In the Reconciliation Type List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the reconciliation type whose copy you want to create.

    The Reconciliation Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the reconciliation type.

    • Algorithms - Used to associate algorithms with the reconciliation type.

    • Characteristics - Used to define the characteristics for the reconciliation type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Reconciliation Type Used to specify the reconciliation type. Yes
    Business Object Indicates the reconciliation type business object using which you are defining the reconciliation type. Not applicable
    Reconciliation Business Object Used to indicate the business object using which you want to create the reconciliation. Yes
    Description Used to specify the description for the reconciliation type. Yes
    Detailed Description Used to specify additional information about the reconciliation type. No
    Status Used to indicate the status of the reconciliation type. The valid values are:

    • Active

    • Inactive

    		 Yes
    Tip: Alternatively, you can copy a reconciliation type by clicking the Duplicate button in the Reconciliation Type zone.
  5. Enter the required details in the Main section.
  6. Associate or remove an algorithm from the reconciliation type, if required.
  7. Define, edit, or remove characteristics of the reconciliation type, if required.
  8. Click Save.
    The new reconciliation type is defined.

Related Topics

For more information on... See...
Reconciliation Type screen Reconciliation Type
Reconciliation Type List zone Reconciliation Type List
Reconciliation Type zone Reconciliation Type
How to associate an algorithm with a reconciliation type Associating an Algorithm with a Reconciliation Type
How to define a characteristic for a reconciliation type Defining a Characteristic for a Reconciliation Type