Setting the Supplementary Data details

You must set the Supplementary Data name, version, and user-defined fields first before performing this task. See Supplementary Data Setup and Setting up the user-defined fields for Supplementary Data.
  1. In the accordion panel on the left, click Settings.
  2. Select the Accounting Entity from the list, then click Supplementary Data.
  3. To add a record:
    1. Select a line item from the Supplementary Data list and click the lower ADD button.
    2. Specify this information:
      Details
      Select the Supplementary Data details from the list.
      Value
      Specify the value.
    3. Click SAVE.
  4. To modify the details of a record:
    Note: You cannot modify a record if with an existing value in the Supplementary Data form.
    1. Select a line item from the Supplementary Data list.
    2. Select a line item from the Supplementary Data Details list and click the lower MODIFY button.
    3. Specify this information:
      Details
      Select the Supplementary Data details from the drop-down list.
      Value
      Specify the value.
    4. Click SAVE.
  5. To delete a record:
    Note: You cannot delete a record if with an existing value in the Supplementary Data form.
    1. Select a line item from the Supplementary Data list.
    2. Select a line item from the Supplementary Data Details list and click the lower DELETE button. Click SAVE.