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Object documentationPortfolio - Setup: Brazil Locate this document in the navigation structure

 

Use this window to define and update the portfolio used to create the BoE bar code. To open this window, choose   Administration   Setup   Banking   Payment Methods  . In the Bill of Exchange Options section, choose the Browse (Browse) button. In the Internal Portfolio ID field, choose the Choose from List (Choose from List) icon, and choose the New button.

Note Note

In the Bill of Exchange Options section, the Browse (Browse) button appears only when the Incoming and Bill of Exchange options are selected as payment type and payment means respectively.

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Internal Portfolio ID

Specify the internal portfolio ID.

Note Note

You cannot edit or delete a portfolio once it is used by another module.

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Portfolio Code

Specify the portfolio code to be printed from the list.

Portfolio Number

Specify the portfolio number for the bar code calculation.

Description

Describe the portfolio.

More Information

Payment Methods - Setup