Example

Moose Wood Outfitters wants to track account manager and bank entities for cash codes.

Attribute Values
BANK ENTITY

999999999

000000001

888888888

MANAGER

DOE

JOHNSON

BROWN

SMITH

To assign specific bank entity and account manager values, you can manually add the appropriate values to each cash code. But, assuming that you have a large group of cash codes that fit one of the categories, you can save time by creating an attribute template that enables you to add these values automatically.

  1. Create an attribute template DOE88888888 for cash codes that contain these attributes and values:
    BANK ENTITY

    Specify 88888888

    MANAGER

    Specify DOE

  2. Use the template on Attributes (CB01.4) to automatically populate these attribute values for the appropriate cash codes.