Configuring Group Arrangement Codes (Folio Grouping)

Prerequisites for Configuring Group Arrangement Codes

Group folio groupings enable you to generate a folio for group blocks with summarized transactions for up to 12 buckets. The folio is generated as a table with charges summarized per arrangement code per date.

Folio style 18 generates as a table with charges summarized per arrangement code. Configure up to 12 buckets (groupings) and select the charge codes to summarize as a sub total in each grouping. The sample_grp_folio.rtf can be customized and setup in the Group Folio report group.

Adding Group Arrangement Codes

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

2. Click New and complete the following:

   1. Arrange Code: Select an arrangement code (bucket) from the list (1-12)

   2. Description: Enter a description to appear on the folio

   3. 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 Group Arrangement Codes

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

1. From the Administration menu, select Financials, select Cashiering Management, and then select Group 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.