Configuring Folio Arrangement Codes (Folio Grouping)
Adding Folio Arrangement Codes
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From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.
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Click New and complete the following:
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Property: Confirm or select the property.
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Arrange Code: Enter an alpha-number code.
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Description: Enter a description to appear on the folio.
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Manage Translation: Click to open the multi-language screen and configure a translated description for each language.
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In the Available panel, search and select transaction codes and click the right-facing arrow
to move codes to the selected panel.
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Click Save.
Editing Folio Arrangement Codes
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From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.
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Enter search criteria and click Search.
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Select the arrangement code, click the vertical ellipsis Actions menu, and select Edit.
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Update the configuration.
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Click Save.
Deleting Folio Arrangement Codes
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From the Administration menu, select Financials, select Cashiering Management, and then select Folio Arrangement Codes.
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Enter search criteria and click Search.
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Select the arrangement code, click the vertical ellipsis Actions menu, and select Delete.
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Click Delete to confirm.
Parent topic: Configuring Cashiering Components