Editing KBI sets associated with system-defined datasets

  1. In the toolbar, click the System Setup icon (  ).
  2. From the drop-down list, select Financial > System Defined Datasets.
    The System Defined Datasets screen appears.
  3. Below the table, click Edit.
    The Edit System Defined Datasets dialog box appears. 
  4. For each system-defined dataset you want to edit, click the in the KBI Set field and select a KBI set from the drop-down list.
    For more information, see System Defined Datasets dialog box. 
  5. Click OK.

    The dialog box closes, and the changes are applied. 

System Defined Datasets dialog box

FieldDescriptionNotes
No.

Number associated with the system-defined dataset. These numbers are prefilled by the system.

READ-ONLY.
Type NameType the name of the dataset in the field or edit the name of the existing dataset,READ-ONLY.
KBI SetClick the field to open the drop-down menu of available KBI sets to associate with the system-defined dataset. Select an option from the drop-down list. 
OKCloses the dialog box and updates the System Defined Datasets screen with your changes. 
Cancel

Closes the dialog box without applying your selections.

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