MarkView Administration > MarkView Administration menu > Module Admin > Configure organizations > Set up Accounting Details reference mappings for all organizations

Set up Accounting Details reference mappings for all organizations

  1. Select Organizations > Global Configuration.
  2. Select Accounting Detail - Reference Mappings.
  3. Click Insert.
    Note Do not change the values of any unused fields.

    • Reference Type: Select the invoice line field used to derive the context value for Descriptive Flexfields.

      • Line Type

      • Line Type Lookup Code

      • Organization ID

      • Tax ID

      • Tax Name

    • Reference Field: Not used.

    • Is Context

      • Yes: MarkView automatically determines the Descriptive Flexfield context value based on the Reference field.

      • No: A MarkView user selects the context when acting on the invoice.

    • Require Subform

      • Yes (Required if using Reference Type): Requires the user to enter data for Descriptive Flexfields using a subform in the Accounting Details.

      • No: Allows the user to enter data for Descriptive Flexfields directly on the main form in the Accounting Details.

  4. Click Insert.