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On the Name Setup tab, you can select the Display Name Format for individuals. The format that you choose is used in all modules in ACS Financial Suite, and you must have security rights to select or change the display name format.

You can use any of the ACS name fields and place them in the order you choose when you customize the display name format, but keep in mind that the format you select is used for all individuals in ACS.

You can also select the Retain option. When you add an individual, you can select the Retain check box and change the display name for that individual. When you update the display name format, you must decide if you want to include those display names that are changed with the Retain option. If you want to include them, select Change Retain names to format above to change all names to the selected display name format.

 To select the display name format
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Click on the Name Setup tab.
  4. Beside the Display Name Format field, click Select.
  5. Select the name fields that you want to include in the Display Name Format.
    • Individual Name Fields — Displays the available name fields you can select to include in the display name format. Select the name field you want to include and click the right arrow to move the field to the Selected Individual Name Fields column. Click the double right arrow to move all fields to the Selected Individual Name Fields column.
    • Selected Individual Name Fields — Displays the name fields selected for inclusion in the display name format. To rearrange the order of the fields, click the up and down arrows. If you want to remove a field, select the name field you want to remove and click the left arrow to move the field to the Individual Name Fields column. Click the double left arrow to move all fields to the Individual Name Fields column.
    • Change Retain names to format above — To update the display names changed with the Retain option, select this option.
  6. When finished, click OK.