Promotion Cross-Reference Maintenance
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Overview of FR003UPD
In order to utilize the Promotion Cross-Reference Maintenance screen, your General Ledger Chart of Accounts and your promotion type codes must both be set up. The cross reference screen allows the General Ledger field to automatically populate when the promo type is selected during gift entry and on other screens.
- From the DDI Connect main menu, double-click Connect-FR
- Double-click FR System Setup
- Double-click Promotion Cross-Reference Maintenance. You will see a screen similar to this one:
To add a new cross reference, click the New button on the toolbar. The fields will enable for editing:
The following fields are available:
| Field | Description |
|---|---|
| Promo type | Enter the promo type that you wish to link to the GL account. You can also click the list icon to select from a list of active promo types in the system |
| Segment format | This is an information only field that displays the format you need to use when entering the GL number |
| Segment values | Enter the GL number you wish to link to the promo type. Please note that you must enter the GL number separated by commas, not by dashes. You can also click the list icon to select from a list of active GL accounts in the system |
When you have entered the information, click Save to retain the changes.
