1. Add the Account_Type field to the UL_Accounts section of the PB4 Control file. For example:
2. If you chose 1b, then you must add ‘IN’, in a 2 character column of your choosing in the ADU file (the example above used POSITION(6982:6983)).
3. As explained in the Help page below, update the Account Category Matching Rule Attribute to "Consider Account Category" in the Account Data Upload Vendor File Code screen for that Vendor code.