Set up a Revaluation Category

Invoice revaluation streams and hedge revaluation streams must belong to a revaluation category or sub-category.

Security Note: You need the Allow the user to edit the revaluations security right in the Intelligent Reporting domain security rights group for this activity.

Activity Steps

1. Select the Reporting panel in the Solution Explorer.
2. Perform one of the following steps:
   1. To set up a top-level revaluation category, right-click the Revaluation Categories node and select New » Revaluation Category from the menu.
   2. To set up a revaluation sub-category, right-click a revaluation category and select New » Revaluation Category from the menu.
3. Update the name of the revaluation category node if required.
4. Click Save.