Creating custom groups

Custom groups can be used in the following areas:

  • When you create resources, you can load a group of employees from Infor Lawson Human Resources. For example, you can create a group of employees from a specific department. For more information, see Creating or loading a resource.

  • When you create a cash transaction processing rule in Cash and Treasury Management, you select a custom group that consists of bank statement lines. The bank transaction rule that you create will apply only to the bank transaction lines included in the group that you associate with the rule. Typically, you will want to group transaction lines that you want to assign to the same transaction category.

  • When you create Invoice Assignment Rules and Invoice Routing Rules in AP Invoice Automation.