Adding a table field profile
Use this procedure to add a table field profile. An document profile can have more than one table field profile, but no more than one of each type.
- Using Manager, click the Document profiles object bar.
- Double-click the document profile to open it and display its components.
- Right-click the Field profiles folder under the document profile you are working with and select Add table field. The Table field profile dialog is displayed.
- Type a name for the table in the Name box.
-
Select table type from the Type box.
Note Your selection is important. The three types of tables are quite different from each other and work differently:
- Normal line item tables can be optimized (instructions), and the fields can be used in transaction descriptions (instructions).
- Tax tables can also be optimized, but differently (instructions), and the fields can be used in transaction descriptions (instructions).
- Bank account tables, too, can be optimized (instructions), and the fields can be used in transaction descriptions (instructions). In addition, you can use DCL to capture German bank account numbers.
- Adjust the Table owner setting if necessary. This setting can only be changed for bank account tables.
- Click OK to save the table field profile.
- Right-click the table field profile and select Add table column. The Line item field profile dialog is displayed. (See separate instructions for multiple tax rate handling.)
- Adjust the General settings and the Interpretation settings.
- Click OK to save your changes.
-
Save the
document profile.
Note Your selection is important. The three types of tables are quite different from each other and work differently:
- Normal line item tables can be optimized (instructions), and the fields can be used in transaction descriptions (instructions).
- Tax tables can also be optimized, but differently (instructions), and the fields can be used in transaction descriptions (instructions).
- Bank account tables, too, can be optimized (instructions), and the fields can be used in transaction descriptions (instructions). In addition, you can use DCL to capture German bank account numbers.