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# QRG Create Accounting Segments - Location

export const InlineImage = ({src, alt = "", height = "1.6em"}) => {
  return <img noZoom src={src} alt={alt} style={{
    display: "inline",
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    height: height,
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};

## 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:

<Columns cols={2}>
  <div>
    1. Click on the **App Launcher** icon. (See
       Figure 1)
  </div>

  <div>
    <Frame>
      <img src="https://mintcdn.com/2cloudnine-2edf05eb/cQMgvexiLi73XCho/images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-0-figure-1.png?fit=max&auto=format&n=cQMgvexiLi73XCho&q=85&s=cba7fd3728d6be888543678678f9a911" alt="Screenshot from QRG Create Accounting Segments - Location" width="456" height="218" data-path="images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-0-figure-1.png" />
    </Frame>
  </div>
</Columns>

<Columns cols={2}>
  <div>
    2. Go to the **Accounting Segments** object
       by using the Search function. (See
       Figure 2)
  </div>

  <div>
    <Frame>
      <img src="https://mintcdn.com/2cloudnine-2edf05eb/cQMgvexiLi73XCho/images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-0-figure-2.png?fit=max&auto=format&n=cQMgvexiLi73XCho&q=85&s=44e703e940c41db112f0bd683bfdd5f9" alt="Screenshot from QRG Create Accounting Segments - Location" width="456" height="388" data-path="images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-0-figure-2.png" />
    </Frame>
  </div>
</Columns>

3. Click on the **New** button. (See Figure 3)

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/cQMgvexiLi73XCho/images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-0-figure-3.png?fit=max&auto=format&n=cQMgvexiLi73XCho&q=85&s=ced290b540fff650412c0fc9b940a41e" alt="Screenshot from QRG Create Accounting Segments - Location" width="976" height="216" data-path="images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-0-figure-3.png" />
</Frame>

4. Select **Location** from the available record types and click on the **Next** button. (See Figure 4).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/cQMgvexiLi73XCho/images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-1-figure-4.png?fit=max&auto=format&n=cQMgvexiLi73XCho&q=85&s=c614f76a0a9dd3c85e6d3a6155b156c9" alt="Screenshot from QRG Create Accounting Segments - Location" width="976" height="580" data-path="images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-1-figure-4.png" />
</Frame>

5. Populate the following required fields to provide the base details of the Location record (see
   Figure 5):
   1. **Accounting System**
   2. **Active/Inactive**     - set to true
   3. **Segment Value**      - this will be the accounting dimension as per the Accounting System (eg
      VIC)
6. Populate the following optional fields as required (see Figure 5):
   1. **Segment Description**      - description of this Location code (eg Victoria)
   2. **Accounting System Reference**     - can be used if the code requires additional description
      as detailed in the Accounting system.
   3. **External ID**      - optional field for exporting data using the Accounting Systems Record Id.
7. Click on the **Save** button (see Figure 5).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/cQMgvexiLi73XCho/images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-2-figure-5.png?fit=max&auto=format&n=cQMgvexiLi73XCho&q=85&s=f926b9c3c3f5a73105b6cac2660811d7" alt="Screenshot from QRG Create Accounting Segments - Location" width="976" height="768" data-path="images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-2-figure-5.png" />
</Frame>

<Warning>
  If there are a large number of Locations to create, it is advisable to data load these
  records using a suitable data loading tool.
</Warning>

8. A new **Location Accounting Segment** is now created. (See Figure 6).

<Frame>
  <img src="https://mintcdn.com/2cloudnine-2edf05eb/cQMgvexiLi73XCho/images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-3-figure-6.png?fit=max&auto=format&n=cQMgvexiLi73XCho&q=85&s=070dd34eb5dea5c69c9422a50090a1c5" alt="Screenshot from QRG Create Accounting Segments - Location" width="976" height="474" data-path="images/generated/reference-guides/general-ledger/qrg-create-accounting-segments-location/qrg-create-accounting-segments-location-pdf-3-figure-6.png" />
</Frame>

<Danger>
  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.
</Danger>

9. 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 <InlineImage src="/images/icons/qrg-create-accounting-segments-location-inline-3-1.png" alt="Inline icon" /> that appears within fields when hovering
   with your cursor.
10. When complete, click on the **Save** button.

## Field Descriptions

**Accounting System** is the Accounting System this Location Accounting Segment relates to.

**Accounting System Reference** is the reference given to this Location 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 Location Accounting Segment.

**Segment Value** is the value given to the Location Accounting Segment for use within the Cost of Payroll
Journals and Accounting Invoices.

## Further Information

| Document                                                | Document Type     | Description                                                                                                                                                          |
| ------------------------------------------------------- | ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| QRG General Ledger Key Information                      | Key Information   | Outlines useful information relevant to the General Ledger functionality. The document includes definitions, prerequisites, and other non-instructional information. |
| Accounting System Setup                                 | Task Instructions | How to create the Accounting System Setup record.                                                                                                                    |
| Create Accounting Segments - Payment Entity             | Task Instructions | How to create a Payment Entity Accounting Segment record.                                                                                                            |
| Create Accounting Segments - Invoice Entity             | Task Instructions | How to create an Invoice Entity Accounting Segment record.                                                                                                           |
| Create Accounting Segments - Natural Account            | Task Instructions | How to create a Natural Account Accounting Segment record.                                                                                                           |
| Create Accounting Segments - Assignment Department      | Task Instructions | How to create an Assignment Department Accounting Segment record.                                                                                                    |
| Create Accounting Segments - Cost Code                  | Task Instructions | How to create a Cost Code Accounting Segment record.                                                                                                                 |
| Accounting Invoice Type                                 | Task Instructions | How to create the Accounting Invoice Type record.                                                                                                                    |
| Accounting Payment Entity Defaults                      | Task Instructions | How to create the Accounting Payment Entity Default record.                                                                                                          |
| Accounting Default Account - Allowances and Expenses    | Task Instructions | How to create the Accounting Default Account record for the record types of Allowance Pay Codes, or Expense Pay Codes.                                               |
| Accounting Default Account - Deductions                 | Task Instructions | How to create the Accounting Default Account record for the record type of Deduction Pay Codes.                                                                      |
| Accounting Default Account - Earnings                   | Task Instructions | How to create the Accounting Default Account record for Payment Pay Codes, and can be split by PAYG vs RCTI.                                                         |
| ---                                                     | ---               | ---                                                                                                                                                                  |
| Accounting Default Account - Leave Rules                | Task Instructions | How to create the Accounting Default Account record for Leave Rules.                                                                                                 |
| QRG Create an Employment Cost record - All record types | Task Instructions | How to create an Employment Cost record.                                                                                                                             |
| QRG Create an Employment Cost Template Group            | Task Instructions | How to create an Employment Cost Template Group record.                                                                                                              |
| QRG Create an Accounting Assignment Department          | Task Instructions | How to create an Accounting Assignment Department record.                                                                                                            |
| Create a Location Record                                | Task Instructions | How to create a Location record.                                                                                                                                     |
| QRG Create Invoice Journal                              | Task Instructions | How to create an Invoice Journal record.                                                                                                                             |
| QRG Create an Assignment - Employee                     | Task Instructions | How to create an Assignment record.                                                                                                                                  |