Manage Reference Elements

Use this screen to set up reference numbers and, if appropriate, link them to account/organization combinations. You must set up the top level of the reference structure on the Manage Reference Structures screen before you can set up any lower-level elements on this screen.

You must use this screen to:

• Set up reference numbers to be used in data entry, before you can enter them on transaction screens.
• Set up reference numbers to be used as alternate reporting structures, before you can use them to generate reports.