Configuring Folio Arrangement Codes (Folio Grouping)

Prerequisites for Configuring Folio Arrangement Codes

Adding Folio Arrangement Codes

1. From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.

2. Click New and complete the following:

   1. Property. Confirm or select the property.

   2. Arrange Code. Enter an alpha-number code.

   3. Description. Enter a description to appear on the folio.

      1. Manage Translation. Click to open the multi-language screen and configure a translated description for each language.

   4. In the Available panel, search and select transaction codes and click the right-facing arrow to move codes to the selected panel.

3. Click Save.

Editing Folio Arrangement Codes

1. From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.

2. Enter search criteria and click Search.

3. Select the arrangement code, click the vertical ellipsis Actions menu, and select Edit.

4. Update the configuration.

5. Click Save.

Deleting Folio Arrangement Codes

1. From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.

2. Enter search criteria and click Search.

3. Select the arrangement code, click the vertical ellipsis Actions menu, and select Delete.

4. Click Delete to confirm.

• Prerequisites for Configuring Folio Arrangement Codes