UDF Mappings

Navigate: Tax > Accounts Receivable > Batch Collections Setup > UDF Mappings

Description

Use this task to define and maintain User Defined Field (UDF) mappings for Accounts Receivable batch collections and Delinquent File I/O Export.

Steps

1. On the Maintain UDF Type Mappings screen, make a selection from the UDF Source drop-down list.

   • The UDFs listed for UDF Source 'User Defined Field' are set up in Configuration > User-Defined Fields.

   • The UDFs listed for UDF Source 'Delq User Defined Field' are set up in Delinquents > User-Defined Fields > User-Defined Fields.

     IMPORTANT: UDFs set up in Configuration for the Tax Delinquents module do not display in this list. Only UDFs set up in the Delinquents module display in this list.

2. Click Add in the panel title bar, or click Edit for an existing item in the grid.

3. Make a selection from the Batch Collection UDF drop-down list. Your choices come from the systype category UDF Types.

4. Make a selection from the Aumentum UDF drop-down list.

5. Select the Use UDF Data checkbox to override other data, if applicable.

6. Enter a UDF Value, if applicable.

7. Click Apply, or click Cancel to discard changes.

8. Click Save in the Command Item bar.

• Click Delete to remove an item from the grid.

• Click Close to end the task.