Add New External References

To use the External reference setup submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To add a new external reference:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Advanced Tools > External Reference Setup.
3. On the grid toolbar, click Add External Reference .
4. In the Add External Reference dialog box, enter or select the applicable information for the Name, Regex, and Reference Type fields.
5. To identify an external reference as unique, select the Unique checkbox.
6. Click Yes.