Creating custom groups

  1. Select General Setup > Custom Groups.
  2. Click Create.
  3. Specify the name of the custom group.
  4. Specify this information:
    Description
    Specify the description of the custom group. If this field is blank, then the custom group name is used.
    Business Class
    Specify the business class value by searching from the list of all of the business classes in all solutions. This is the business class that is used for the specified Condition .
    Condition
    Specify or build a condition, using Infor Pattern Language (IPL) syntax. The condition defines the selection criteria for the custom group.
    If you do not have IPL syntax knowledge, then click Builder to access the Condition Builder tool.
  5. Click Save.
  6. To preview the bank lines on the bank statement line group, click Preview.
    Select the bank statement line primary list in the List Name field.