Adding a table field profile

Use this procedure to add a table field profile. An invoice profile can have more than one table field profile, but no more than one of each type.

  1. Using Manager, click the Invoice profiles object bar.
  2. Double-click the invoice profile to open it and display its components.
  3. Right-click the Field profiles folder under the invoice profile you are working with and select Add table field. The Table field profile dialog is displayed.
  4. Type a name for the table in the Name box.
  5. 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:
  6. Adjust the Table owner setting if necessary. This setting can only be changed for bank account tables.
  7. Click OK to save the table field profile.
  8. 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.)
  9. Adjust the General settings and the Interpretation settings.
  10. Click OK to save your changes.
  11. Save the invoice profile.
    Note Your selection is important. The three types of tables are quite different from each other and work differently: