After defining segments using the G/L Options screen, you can add valid codes to identify the accounting entities the segment represents. For example, you might enter 10, 20, 30, and 40 as codes for the segment that represents the four regions in your company.
Before you start
- Define the account number segments on the Segments tab of the G/L Options screen.
- List all the codes that are valid for each of the account segments (such as all the department codes). Each code must contain the number of characters specified for the segment on the G/L Options screen.
- For each segment code that closes to a retained earnings account, list the account number of the retained earnings account it uses.
To add segment codes:
- General Ledger > G/L Setup > Segment Codes.
- From the Segment Name list, select the segment for which you want to enter valid codes.
- If you are
entering codes for the first time for this segment, click the Add Line button to generate an additional line in the table.
If you are editing existing codes, click the line you want to change.
- In the Segment Code column, enter or change
the code.
The code must be the length you specified for the segment.
- Tab to the Description field, and then enter a description for the code.
- Press the Tab key, and,
if the segment is used in closing accounts, specify the retained earnings account number
to which this segment code closes.
Note: You cannot select an account to which posting is prohibited.
- If you want to add another code, click Add Line, and then repeat steps 4, 5, and 6.
- When you have added all the codes for a segment, click Save.