Creating a Bank Format Definition Record Type

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

To create a bank format definition record type:

1. Click the Bank Format Definitions tab.
2. Navigate to the detail page for the top-level bank format definition record.
3. Click New Bank Format Definition Record Type.
4. Enter a short, descriptive, meaningful and unique name for this record.
5. Choose a record type from the picklist. Normally you would start by creating the header section.
6. Enter this record's global output sequence.
7. Enter a unique external ID. For more information, see Choosing an External ID.
8. Click Save.
9. Repeat from step 3 for other record types that you need to create.

What's next?

Now you can create the next bank definition record type or, if you've created all of them, create a set of bank format definition field records.