Defining a Characteristic for a Reconciliation
Prerequisites
To define a characteristic for a reconciliation, you should have:
-
Characteristic types defined in the application (where the characteristic entity is set to Reconciliation)
Procedure
To define a characteristic for a reconciliation:
-
Ensure that the Characteristics section
is expanded when you are editing a reconciliation.
The Characteristics section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Effective Date Used to specify the date from when the characteristic is effective for the reconciliation. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.
Yes (Conditional) Note: This field is required when you are defining a characteristic for the reconciliation.Characteristic Type Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to Reconciliation.Yes (Conditional) Note: This field is required when you are defining a characteristic for the reconciliation.Characteristic Value Used to specify the value for the characteristic type. Note:If you select a predefined characteristic type, the Search (
) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.
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. - Enter the required details in the Characteristics section.
-
If you want to define more than one characteristic for the reconciliation, click the
Add (
) icon and then repeat step 2.
Note: However, if you want to remove a characteristic from the reconciliation, click the Delete () icon corresponding to the characteristic.
Related Topics
For more information on... | See... |
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How to edit an reconciliation | Editing a Reconciliation |