Creating a Bank Format Definition Field

We recommend that you read and understand What is a Bank Format Definition? before creating any definition records.

To create a bank format definition field record:

1. Click the Bank Format Definitions tab.
2. Navigate to the detail page for the top-level bank format definition record.
3. In the Bank Format Definition Record Types section, click the name of the first record type. This will probably be a Header record type.
4. In the Bank Format Definition Fields section, click New Bank Format Definition Field.
5. Enter a short, descriptive, meaningful and unique name for this record.
6. Enter this record's global output sequence.
7. Enter a unique external ID. For more information, see Choosing an External ID
8. Complete the remaining fields as described in the related topics.
9. Click Save.
10. Repeat from step 4 for other definition fields that you need to create. You can clone one record and use it as the basis for the next.

What's next?

When you have completed all your bank format definition record types and fields, you are ready to create a corresponding set of bank format mappings.