QRG Create Accounting Segments - Payment Entity

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Purpose

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Steps

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Create Accounting Segments - Payment Entity

1. Click on the App Launcher icon. (See Figure 1)

2. Go to the Accounting Segments object by using the Search function. (See Figure 2)

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

4. Select Payment Entity from the available record types and click on the Next button (see Figure 4).

5. Populate the following required fields to provide the base details of the Payment Entity Accounting Segment record (see Figure 5):
   1. Accounting System
   2. Active/Inactive - set to true
   3. Segment Value - this will be your dimension for the Payment Entity as held within the Accounting System (eg 2cloudnine Training Corporation Pty Ltd)
6. Populate the following optional fields as required (see Figure 5):
   1. Segment description - Description of the Payment Entity value (eg Johnson Staffing Agency)
   2. Accounting System Reference - can be used as a secondary field to provide additional description of the Accounting dimension in the Accounting System.
   3. External ID - optional field for exporting data using the Accounting System Record Id.
7. Click on the Save button (see Figure 5).

8. A new Payment Entity Accounting Segment is now created (see Figure 6).
9. Repeat for any additional Payment Entity Accounting Segments required.

10. To modify an existing Payment Entity 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.
11. When complete, click on the Save button.

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Field Descriptions

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Further Information