Adding and Editing References and Global References

This entry is part 25 of 30 in the series Setup Guide - System Admin

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.

 

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