Setting up the Supplementary Data Name

Supplementary Data Names are labels assigned to uploaded XSLT files. Click MANAGE XLST to open the Supplementary Data Manage XSLT File window, where you can upload your own XSLT file or edit existing ones.

  1. To add a new record:
    1. Click the ADD button.
    2. Specify the Supplementary Data Name, then click UPLOAD to add your own XSLT file.
    3. Optionally, you can select a record and set it as default. Specify a Sequence number.
    4. Click the SAVE button.
  2. To modify an existing record:
    1. Select a Supplementary Data Name from the table.
    2. Click MODIFY, then update any of the fields that must be changed:
      • Supplementary Data Name
      • Upload a new XSLT file
      • Default (select or deselect)
      • Sequence (add, update, or remove)
    3. Click the SAVE button.
      Note: When you update the Supplementary Data Name or replace the XSLT file, clicking SAVE updates all customer records linked to the selected name.
  3. To delete a record:
    1. Select a Supplementary Data Name from the table.
    2. Click the DELETE button.
    3. Click the SAVE button.
      Note: When you select records and click SAVE, you permanently remove those records. If a record is assigned to a customer, remove the customer setup before you delete the Supplementary Data Name.