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Depending upon the selected target application, the list of actions differ. |
Select the account and click Save & Next.
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If your account is not configured, or if you want to use another account, click. |
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For FTP, provide the details of the target folder and click Save & Next. For Email, provide the search criteria and click Save & Next.
Select the target schema and click Save & Next. This option appears only for Yes (Convert) data format.
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After you have mapped the fields of the Source and the Target application of the Template or you have defined the Source and Target application of a Template, you will be prompted to turn on the Template. Unless you confirm it, the state remains OFF. You may choose to turn ON/OFF either at the time of creation or through the Templates screen later. Turning On a Template means activating a Template to create Transactions.
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Only a Company administrator and an IT User can activate a Template. |
To activate a Template:
Click Configure > Templates.
On the Templates screen, click to activate.
Info indicates deactivated Template.
Click Yes, turn On, when prompted to confirm.
This activates a Template. You can now use it to create Transactions.Info () to the Template indicates activated Template.
Next Step