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-- Template Author Help --
-- How Do I? --
Specifying the Entity Types
You can specify the entity types for which users can generate financial statements.
Procedure
- In the Document Manager, open the CL - Organization standards document.
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From the Organization Settings pane, select Knowledge Library.
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Click the Types of Entity - Customize button.
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In the Entity Management dialog, select the check boxes next to the entity types that you want to make available to the user.
- Click OK.
Results
The entity types that you have specified are provided to the client file. Financial statements can be generated for these entity types only.