Create a new and duplicate an existing Movement Classification using the form.

Create a Movement Classification

To create a new Movement Classification within the form:

  1. Select Create New from the top-right toolbar menu.
    A new blank rule appears.
  2. Enter the information for the Movement Classification header and select the checkbox next to the movement classification rule.
    Details pane displays where you can enter the details of your rule.
  3. Select Create New on the toolbar menu in the Details pane to create a new Movement Classification rule detail row and add all the required details.
  4. Select Save once you have entered the header and details completely.

Duplicate a Movement Classification Rule

You can duplicate Movement Classification Rules in your system to make the creation of new rules that are similar to current conversion rules quicker and simpler. Duplicating a Movement Classification Rule duplicates the rule along with its details.

To duplicate a Movement Classification Rule, right-click the rule header and select Duplicate. This creates a duplicate of the Movement Classification Rule along with the details. The rule can then be edited and saved as required.