In this section we are going to walk you through how to change or add a value for the picklist being used in the Accounts Payable practice area for Document Type. This process however will be the same for modifying values in the Accounts Receivable and Contract areas as well. For the Human Resources practice area it is a similar process however there are some added step for managing the Dynamic Picklist found in that area which we will cover in the Managing Human Resources Categories section Document Categories section of this documentation.
Finding the Correct Pick List to Edit
- To locate your picklists or make any system level changes, you will first need to be logged in as a System Administrator
- As a System Administrator you will see a Lock icon on the top left of the main toolbar Click the lock icon and select Administration from the list of options
- On the left side of the page you will see the different areas that can be modified. Select the Field Catalog area
- Across the top of the screen you will see three options; Fields, Table Fields and Lists. Select the Lists option on the right side.
- From the list of available lists to manage the locate the AP Records Type list.
- Click the ellipsis on the right side of the AP Records Type selection and select Edit.
Modifying Picklists Values in the List Editor
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