A new KBI set is always based on an existing KBI set.
- In the toolbar, click the System Setup icon ( ).
- From the drop-down list, select Financial > KBI Sets.
The KBI Sets screen appears. - In the lower left corner of the screen, click the Add button ( ).
The Add KBI Set dialog box appears. - In the Name field, type the name of the new KBI Set.
- From the Based On drop-down list, select the KBI Set on which the new KBI set is based.
- Click Add.
The dialog box closes, and the new KBI set appears in the KBI Sets pane.