Revise or Change a GL Transaction Profile

You can change the details of a General Ledger (GL) transaction profile.

Procedure

1. In General Ledger Info, on the GL Transaction Profiles tab, click a GL transaction profile name or in the row of the GL transaction profile to change.
2. (Optional) Click New Revision to create a new revision of the GL transaction profile. Otherwise, edit the GL transaction profile you have chosen. Revising a GL transaction profile saves the older revision of the GL transaction profile for later inspection or use.
3. (Optional) Change the Name, Description, or External ID, or click in Start Date/Time to change the date this item becomes effective.
4. Click Save.
5. (Optional) In GL Transaction Data, click in the row of a GL Transaction Data item to change.
   1. In GL Transaction Data Edit, select new accounts for Credit Account Type, Debit Account Type, Breakage Account Type, or GL Transaction Type as needed.
   2. Change the Is Deferred setting as needed.
   3. In Custom Attribute Template, click the menu to add new custom attributes to the GL transaction profile as needed.
6. Click Save.