Adding or Modifying Account Sets

You create account sets to specify the general ledger accounts to which customer transactions are distributed.

To add a new account set:

1. Open Accounts Receivable > A/R Setup >  Account Sets.

2. On the A/R Account Sets screen, click Create New.
3. In the Account Set Code field, enter a unique code, using up to six characters, to identify the account set.
4. In the Account Set Description field, enter a description of the account set.

5. If you use multicurrency, select the currency code to use for this account set.

   Important! You cannot change the currency code for an account set after you save the account set.

6. Specify the general ledger account numbers that make up the account set.
7. Click Save.

To edit an account set:

1. Open Accounts Receivable > A/R Setup >  Account Sets.

2. On the A/R Account Sets screen, select the account set you want to change.

3. Make your changes.

   Note: If you use multicurrency accounting, you cannot change the currency code assigned to an account set.

4. Click Save.

To delete an account set:

1. Open Accounts Receivable > A/R Setup >  Account Sets.

2. On the A/R Account Sets screen, select the account set you want to delete.

   Note: You can delete an account set only if it is not assigned to customer records (including customer groups, national accounts, and customers).

3. Click Delete.