1. On the Integration tab click on Additional Columns tab.
2. Click on Add Additional Column button.
3. The Additional Column window will open.
4. Name – Enter a name for the column.
5. Tab off the Name field to enable the Type field.
6. Type – Select Finance & Operations Lookup from the Type dropdown list.

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7. Instance – Select the F&O Instance to be used.
8. Lookup Companies – Select the F&O Companies that the lookup will use.
9. All Companies – Check the “All Companies” checkbox if you would like the lookup to use all companies.
10. Lookup Service – Select the name of the service the lookup will use.
11. Late Bound Lookup – If checked, the lookup will be performed after all other processing is completed.
12. Include lookup result in scripting – Check this option if the lookup value will be needed in any scripting, for example in a calculation or a run script task.
13. Return Fields – Select the Return Fields that will be used in the integration.
14. If No Data – Select the if no data option. This tells the integration what to do if no data was found in the lookup. Options include,

• Continue
• Return default value
• Restrict line out if data exists
• Restrict line out if no data exists
• Return failure for current integration line
• Return NULL
• Stop processing integrations.

15. Filter Fields – click Add Filter to enter the matching details for the lookup.

• Service Field – Select the service field.
• Source Field – Select the source field that will match the service field.

16. Save the settings.