Purpose
The purpose of this quick reference guide is to step through the process of creating an Accounting Segment Location. The intended audience for this document is System Administrators / Standard Users.Steps
Create Accounting Segments - Location
The Location Accounting Segment links to a dimension in the Accounting System that represents a location. To create a Location Accounting Segment, the following steps should be completed:- Click on the App Launcher icon. (See Figure 1)
- Go to the Accounting Segments object by using the Search function. (See Figure 2)
- Click on the New button. (See Figure 3)
- Select Location from the available record types and click on the Next button. (See Figure 4).
- Populate the following required fields to provide the base details of the Location record (see
Figure 5):
- Accounting System
- Active/Inactive - set to true
- Segment Value - this will be the accounting dimension as per the Accounting System (eg VIC)
- Populate the following optional fields as required (see Figure 5):
- Segment Description - description of this Location code (eg Victoria)
- Accounting System Reference - can be used if the code requires additional description as detailed in the Accounting system.
- External ID - optional field for exporting data using the Accounting Systems Record Id.
- Click on the Save button (see Figure 5).
- A new Location Accounting Segment is now created. (See Figure 6).
Location records CAN NOT be deleted if they have related records or are used in other
records. Deleting records is not recommended unless absolutely essential.
- To modify an existing Location 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.
- When complete, click on the Save button.