Account number structures let you use different account segments for different groups of account numbers.
You use the 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.)
Note: General Ledger does not let you add an account if its account number does not match the format of the assigned account structure.
Guidelines for Creating Account Structures
- You can use more than one account number structure within the same General Ledger.
For example, you can define one account structure that uses only two segments in account numbers (such as the account segment and a department segment), and another structure for account numbers that have four segments (such as the account segment, and segments identifying the department, sales region, and product type).
Tip: Normally, you use the same structure for all accounts in the same account group.
- Each structure can use any combination of the account segments you have defined, arranged in any order, and containing up to 45 characters (including delimiters).
Individual account numbers cannot exceed 45 characters (including delimiter characters), so if you defined 10 segments, it is unlikely that any of your account numbers could contain all 10.
- You can add new account structures at any time, but you can change existing structure definitions only if you have not added accounts that use the structure.
- The order in which you select the segments determines their order within the account structure.
- When defining an account structure, move the segments in the exact order you want them to appear.
- You cannot change the structure attached to an account.
Maximum Number of Account Structures
Depending on the edition of Sage 300 you are using, you can define:
- Up to three account structures in Sage 300 Standard.
- Up to four account structures in Sage 300 Advanced.
- Unlimited account structures in Sage 300 Premium.