Adding and Editing References and Global References

To add a reference:

1. Access Manage | Reference and click Add a row in the Reference List part.
2. Select a Doc Type from the drop-down list.
3. In Reference enter a description.
4. (optional) Enter a Rollup identifier.
5. Accept the row.
6. Repeat steps 1-5 as necessary.
7. Save the changes.

To add a global reference:

1. Access Manage | Reference and click Add a row in the Global Reference List part.
2. Enter a Description for the global reference.
3. (optional) Enter a Division and/or Rollup identifier.
4. Accept the row.
5. Repeat steps 1-4 as necessary.
6. Save the changes.

To edit or delete a reference or global reference:

• Locate the necessary line and click Edit to make changes to the row.
• Locate the necessary line and click Delete.

Note: Only references and global references that have not yet been selected in the system can be deleted.