Adding a Document Tracking Item Code

You can add a document tracking item code from the Accounts Payable Maintenance area.

  1. On the Site Map, click Accounts Payable > Maintenance > Document Tracking Items.
  2. On the Document Tracking Item Maintenance screen, click the New button.
  3. At the Tracking item code field, enter the new tracking item code you are adding. For example, you might type LR if you are adding a Lien Release code.
  4. In the Properties section, enter the Description, and Message text that apply to the new document tracking code.
  5. In the Trigger basis and Actions sections, select the options that correspond to the action you want to apply to the code. For example, if you are adding a lien release code to the software, you would select the checkbox that reads Print lien release during check printing option.
    Note: Actions button to display the Document Tracking Actions window, which summarizes the actions that can be applied to the new code.