Defining a Characteristic for a Reconciliation Type

Prerequisites

To define a characteristic for a reconciliation type, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Reconciliation Type).

Procedure

To define a characteristic for a reconciliation type:

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

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Reconciliation Type.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the reconciliation 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 reconciliation type.
  2. Enter the required details in the Characteristics section.
    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 reconciliation type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the reconciliation type, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to define a reconciliation type Defining a Reconciliation Type
How to edit a reconciliation type Editing a Reconciliation Type
How to copy a reconciliation type Copying a Reconciliation Type