Supplementary Data

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, click Settings.
  2. Select the Accounting Entity from the list, then click Supplementary Data.
  3. To add a record:
    1. Click the upper ADD button.
    2. Specify this information:
      Customer ID
      Specify the customer ID.
      Supplementary Data Name and Version
      Select a name and version from the list.
    3. Click SAVE.
      The new record is added to the Supplementary Data list.
  4. To modify the details of a record:
    Note: You cannot modify a record if there is an existing value in the Supplementary Data form.
    1. Select a line item from the Supplementary Data list and click the upper MODIFY button.
    2. Select a Supplementary Data Name and Version from the list.
    3. Click SAVE.
  5. To delete a record, select a line item from the Supplementary Data list and click the upper DELETE button. Click SAVE.
    Note: You cannot delete a record if there is an existing value in the Supplementary Data form.