1. CREATING DISTRIBUTION IDS IN details Online
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[presentation title]
[date or client name]
CREATING DISTRIBUTION IDS IN details Online

2. 1 - Select the Admin Module from the Main Navigation

3. 2 - Select System Setup from the Secondary Navigation

4. 3 – Select Manage GL from the secondary Navigation

5. 4 - Select Create Distribution from the Secondary Navigation

6. 6 - Select Add Code from the Secondary Navigation
5 - Enter a Unique Distribution ID and relevant Descriptions

7. 7 – Enter Element Values manually OR
select the element value by clicking on the element hyperlink. (Your system will likely have multiple elements)
8 – If Values are entered manually, select Validate GL from the secondary navigation to validate your input
9 – Select Save Changes

8. 10 - If desired, select Add Code and repeat steps 7 thru 9 as necessary to add additional GL Codes to this Distribution
11 – Enter Distribution Percentages (must total 100%)
12 – Select Save Changes

9. A message will confirm creation of the new Distribution ID
13 – To associate the new Distribution with an Account, select Hierarchy from the Primary Navigation

10. 14 – Select the Account radio button, enter any desired search criteria and select Locate Profiles

11. 15 – Enter the new Distribution ID in the relevant field on the cardholder record.
16 – Select Save Changes