O/E G/L Integration Detail Screen

  1. Open Order Entry > O/E Setup >  G/L Integration.
  2. On the Transactions tab, select a detail line, and then click Open.

Click Close to close the screen.

Click Exclude to remove the selected field from the Segments currently used list. It will appear in the Choose segments from list list.

Click Include to add the selected field from the Choose segments from list list to the Segments currently used list.

Click Save to save changes you have made to the screen.

This list displays fields that you can add to the Segments currently used list.

Fields that you add will appear in the G/L transaction field for the selected transaction type, separated by the separator (such as a hyphen) that you selected.

This field displays a preview of the G/L transaction field for the selected transaction type. It contains the fields that appear on the Segments currently used list, separated by the separator (such as a hyphen) that you selected.

Example: If customer number and customer name appear on the Segments currently used list, "Customer Number-Customer Name" appears in the Example field.

To change the information that appears in this field, you can add, remove, and arrange fields on the Current Fields list.

For the selected transaction type, select a G/L transaction field for which to specify G/L transaction field information.

Select a separator (such as a hyphen) that will appear between multiple fields used to create the G/L transaction field for the selected transaction type.

Example: If customer number and customer name appear on the Segments currently used list, "Customer Number-Customer Name" appears in the Example field.

This list displays fields that will appear in the G/L transaction field for the selected transaction type, separated by the separator (such as a hyphen) that you selected.

To add a field to this list, select the field on the Choose segments from list list, and then click Include.

Select a transaction type (shipment, invoice, or credit/debit note) or detail type for which to specify G/L transaction field information.

Overview

Use the O/E G/L Integration Detail screen to specify the information to appear in the following fields in General Ledger transactions that are created from invoices, shipments, credit notes, and debit notes:

To specify this information, you add and arrange fields on the Segments currently usedlist, and select a field separator (such as a hyphen) that will appear between these fields.