Set up a Reconciliation Category

Reconciliation templates must belong to a reconciliation category or sub-category.

Security Note: You need the Allow TW reconciliation maintenance security right in the Reconciliation user group security rights group for this activity.

Activity Steps

1. Select the Supply Chain panel in the Solution Explorer.
2. Expand the Reconciliation node.
3. Perform one of the following steps:
   1. To set up a top-level reconciliation category, right-click the Reconciliation node and select New Reconciliation Category from the menu.
   2. To set up a reconciliation sub-category, right-click a reconciliation category and select New Reconciliation Category from the menu.
4. Update the name of the reconciliation category node if required.
5. Click Save.