Reconciler—Exercise

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Main Exercise

Reconciler

Purpose: The purpose of this exercise is to show you how to set up a reconciler.

Windows:
Customer Schedule Basic Data/Reconciler

  1. Open the Customer Schedule Basic Data window.
  2. Click the Reconciler tab.
  3. Create a new record (F5).
  4. Enter Reconciler ID XXR, and a name of your choice.
  5. Optionally, select the Blocked for Use check box to block the reconciler from further use.
  6. In the table portion of the tab, create a new line. Specify your user ID.