If you are trying to add a new document that can be accessed via the UI, it will require code. However, you can add document types that can be used in batch file uploads to identify transacions that come from another system, such as your payroll, student or fund raising software.
Following are items to consider:
Create the Document Type
- Use the Document Type maintenance document currently located in Rice.
- Use Parent Type FSLO
- Leave the URLs blank.
Create the Offset Definition
- Using the Offset Defintion table, copy or create a new offset defintion for the new document type for each balance type that it will be used with.
Optional: Create an Origination Code
- You may also want to create a new origination code to identify where the transactions are coming from.