Creating identifier types

Identifier types are used to group similar types of identifiers. An identifier type can have several identifiers linked to it.

When you select an identifier type on a processing rule, an identifier within the group that matches the statement line description is searched. The distribution information is extracted from the identifier.

  1. Select Application Administration > Financials > Cash > Statement Processing Setup.
  2. In the Transaction panel, click Identifier Types.
  3. Click Create.
  4. Specify an Identifier Type Code and Description.
  5. Click Save.