Editing a Reconciliation Type

Prerequisites

To edit a reconciliation type, you should have:

  • Reconciliation business objects defined in the application

Procedure

To edit 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 Edit (The Edit Icon) icon in the Edit column corresponding to the reconciliation type whose details you want to edit.

    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 Displays the reconciliation type. Not applicable
    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 edit the details of a reconciliation type by clicking the Edit button in the Reconciliation Type zone.
  5. Modify 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 changes made to the reconciliation type are saved.

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