On the CitiDirect navigation bar, click Maintenance, and then click Library Maintenance. The Library Maintenance Summary Form appears. All libraries to which you are entitled are listed by service class.
Select the Online Collection Account Set Up Library, and then click OK. The Online Collection Account Set Up Summary Form appears. Note: To find the Online Collection Account Set Up Library quickly, click Search.
Click the Input Tab, and then click New. The Online Collection Account Set Up Detail Form appears. Note: A red asterisk ( * ) indicates required fields.
In the Client Code field, click the Library Look-Up button and select an EDI number. The Identification Type, Client ID, the Client Name, the Dealer Account Currency and the Country Code fields are automatically populated.
In the Dealer Account Number field, click the drop-down arrow and select an Account Number. The Dealer Account Name, the Dealer Name, the Dealer Address, the Dealer City and the Dealer Zip Code fields are automatically populated.
In the Dealer Branch field, click the drop-down arrow and select Core Account or COSMOS Account.
Click Submit to save and submit the library profile for validation. The profile moves to the next step in the process as defined by Flow Control requirements.
Notes:
To return to the summary form, click Return to Summary.
To print the details of the current profile, click Print.