You use the G/L Account Structures screen to define account structure codes that are used to format account numbers.
The structure specifies:
- Which segments appear in the account number.
- The order in which the segments appear.
You must assign an account structure to each account that you add to General Ledger. (You specify which account structure an account uses when you add the account using the G/L Accounts screen.)
Before you start
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Decide how many different account structures are required to represent your chart of accounts.
For example, you can use two account segments in your company: the account segment plus a department segment, or a region segment.
If some of your accounts use only the account segment, create a structure that uses just that segment called the COMPNY structure. You might have one other structure that has all segments.
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Define all the account segments you need on the Segments tab of the G/L Options screen.
To add account structure codes:
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General Ledger > G/L Setup > Account Structures.
- In the Structure Code field, type a code to identify the new account structure, and then press the Tab key.
You can use up to six alphanumeric characters for the code.
- Enter a description for the structure code, using up to 60 characters.
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If you want to use this code as the default structure code, select Use As Company Default Structure.
Note: After you have assigned a default structure, you can change the default structure only on the Segments tab of the G/L Options screen.
- In the Available Segments field, select the segments to include in the account structure, in the order you want them to appear, and then click Include.
- Click Save.
After adding account structure codes
Use the G/L Segment Codes screen to add the codes that are valid for each segment (for example, all the department codes, division codes, and so on.)