Creating identifiers

  1. Select Identifiers.
  2. Click Create.
  3. Specify an Identifier Type code, name and description.
  4. In the Processing Options section, specify this information:
    Override Category
    Specify the override category to override the processing rule for this specific identifier.
    Cash Allocation Code
    Specify the cash allocation code to use when Global Ledger or cash ledger transactions are created.
    Account Information
    Select the account string to use when Global Ledger or cash ledger transactions are created.
  5. Click Save.