Administration / Record Page Properties / Create a Record

Create a Record

The Create a Record page allows you to create and maintain text message templates for the ABL, Factoring and Term Loan customers.

To create a new record, perform these steps:

Go to the required page using the navigation. For example, to create a new sales region, you need to go to Administration → General Codes → Country Codes.

Click Add button. A dialog box for creating the record appears.

In the fields, enter the field values as required. For example, enter the currency, description, and decimal precision value.

Click Save and New button. The record is saved and created.

Click Cancel button to cancel the record creation.

Refer to the screenshot:
Currency Code

Refer to the screenshot:
Currency code - create dialog box