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Purpose

The purpose of this quick reference guide is to step through the process of creating an Assignment Department. The intended audience for this document is System Administrators / Standard Users.

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Steps

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Create Accounting Segments - Assignment Department

The Assignment Department Accounting Segment links to a dimension within the Accounting System. Example dimensions include department, division, location, site, etc. To create an Assignment Department Accounting Segment, the following steps should be completed:
  1. Click on the App Launcher icon. (See Figure 1)
Screenshot from QRG Create Accounting Segments - Assignment Department
  1. Go to the Accounting Segments object by using the Search function. (See Figure 2)
Screenshot from QRG Create Accounting Segments - Assignment Department
  1. Click on the New button. (See Figure 3)
Screenshot from QRG Create Accounting Segments - Assignment Department
  1. Select Assignment Department from the available record types and click on the Next button. (See Figure 4)
Screenshot from QRG Create Accounting Segments - Assignment Department
  1. Populate the following required fields to provide the base details of the Assignment Department record (see Figure 5):
    1. Accounting System
    2. Active/Inactive - set to true
    3. Segment Value - this will be the accounting dimension code as per the Accounting system (eg AD-INT)
  2. Populate the following optional fields as required (see Figure 5):
    1. Segment Description - description of this Assignment Department (eg Accounts Department)
    2. Accounting System Reference - can be used if the code requires additional description as detailed in the Accounting software.
    3. External ID - optional field for exporting data using the Accounting Systems Record Id.
  3. Click on the Save button (see Figure 5).
Screenshot from QRG Create Accounting Segments - Assignment Department
If there are a large number of Assignment Departments to create, it is advisable to data load these records using a suitable data loading tool.
  1. A new Assignment Department Accounting Segment is now created (see Figure 6).
Screenshot from QRG Create Accounting Segments - Assignment Department
Assignment Department records CAN NOT be deleted if they have related records or are used in other records. Deleting records is not recommended unless absolutely essential.
  1. To modify an existing Assignment Department Accounting Segment, select the required record and select the Edit button available on the top right side of the page. You can also double click within fields that need editing or just click on the pencil icon that appears within fields when hovering with your cursor.
  2. When complete, click on the Save button.

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Field Descriptions

Accounting System is the Accounting System this Assignment Department relates to. Accounting System Reference is the reference given to this Assignment Department within the external Accounting System. Active/Inactive defines if the record is currently active. External ID defines the ID of the corresponding record in an external Accounting System that has been used to create/update this record, or used if this data is integrated to an external Accounting system. Segment Description is a description that is provided to the Assignment Department . Segment Value is the value given to the Assignment Department for use within the Cost of Payroll Journals and Accounting Invoices.

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Further Information