Creating Account Groups

To create an account group:

1. From the Joint Venture Management module (G09J), click Joint Venture Setup, and then Account Groups.

   The system displays the Work with Account Groups form.

2. To create a new account group, click Add.

3. In the header area of the form, complete the required Account Group Name field.

4. Optionally, enter a description for your account group.

5. In the grid area of the form, complete the required fields:

   • Inclusion/Exclusion

   • Beginning Object Account

     Enter the beginning object in a range of accounts for your account group.

6. Optionally, you can complete these fields:

   • Ending Object Account

     Enter the ending object in a range of accounts for your account group. If you do not enter a value in this field, the system populates the beginning object that you specified in the Beginning Object Account field.

   • Business Unit

     Enter a value that identifies the accounts of a specific business unit.

   • Subsidiary

     Enter the subsidiary that the system considers for the account. Enter * to consider all subsidiaries.

     If this field is left blank, the system uses only the subsidiaries that have a blank value.

   • Remark

     Enter a remark or purpose for including or excluding the account from the account group.

7. Click OK to save your account group.

   Note: You cannot edit or delete the account group if you have used the account group for overhead calculation or if the account group is used on a cash call that has been assigned to distributed expenses and drawn against those expenses.