When you add a lookup field in a crediting rule, it compares data from the selected extracted field to the matching field and pulls in the value from the selected column.
Before you begin
Manage a lookup field
You must save any changes made to lookup fields.
Go to Commissions > Crediting Rules.
Find and select a crediting rule.
In the Lookup Fields section, complete the following as needed:
Click Add.
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Complete the following columns:
Column
Description
Field Name
Type a name for the field that will be referenced in ledgers and transactions.
Type
Select the data type for the field.
Entity Field
Select the entity field which is based on the selected Extracted Fields.
Custom Table
Select a custom table you want to match data from.
Matching Field
Select the column from the custom table you want to match data from.
Value Field
Select the column in the custom table you want to pull data from.
Add as many lookup fields a needed.
Find the lookup field you want to edit.
Click on the fields under each column and make changes.
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Find the lookup field you want to delete.
Click Delete.
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Click Save.
Note
If you exit before you save, all changes will be lost.
Use lookup fields in a transaction table
In the crediting rule, go to the Transactions tab.
Click the Column Chooser.
Drag and drop the lookup field from the Column Chooser to the transactions table.