To create element groups

Generally, for every integration document type you must map both the debit side and the credit side. Some exceptions to this rule exist. For details, refer to Integration document types that are not used.

For each side of an integration document type, you must link at least one element group to the integration document type.

  1. On the Mapping Scheme Details tab of the Mapping Scheme (tfgld4573m000) session, in the Ledger Element Group Code field zoom to the Element Groups (tfgld4567m000) display session.

    You can do one of the following:

    • To create a new element group, click New. The Element Groups (tfgld4567m000) overview session starts, and this time you can enter new data. Enter the code and the description for the new element group, then click Save and Close. You return to the Element Groups (tfgld4567m000) display session.
    • If an element group with the required mapping already exists, you can select this element group. In this case, you do not need to create a new element group.
  2. In the Element Groups (tfgld4567m000) session, select the element group you just created and click OK. You return to the Mapping Scheme (tfgld4573m000) session.

Continue with: To link mapping elements to the element groups

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