You MUST first create all Definitions you want to use prior to using them in the "Daily Summary" window. Two ways to create Definitions:
Option A:
1. Open the Financial Location setup window by going to Setup > POSLink.
2. Select the location that you want to change and click on the Definitions tab.
3. Scroll to the bottom of the scrolling window and select the empty line.
4. Click on the column header Definition to open the Financial Definition window.
5. Fill in the minimum required fields:
- Description
Category
Post To
Account
Typical Entry
- Description
Option B (Used if you are on the Daily Summary window):
1. Scroll to the bottom of the scrolling window and select the empty line.
2. Click on the column header Definition to open the Financial Definition window.
3. Fill in the minimum required fields:
- Description
Category
Post To
Account
Typical Entry
- Description