Setting Up Global Account Groups

Access the Edit Account Group Definition form.

The option that you select on the Define Account Group Type form determines the fields that appear on the Edit Account Group Definition form.

Group

Enter a name for the group that you create.

Group Description

Enter a description for the group that you create.

Generic Reference (optional)

Enter additional text to describe the group.

You can use this field to enter any government-required codes for the account.

Group Type

The system displays a value and description from the Group Type (74/GT) user-defined code (UDC) table.

The group type that the system displays and associates with the group that you create depends on the Account Type option that you selected on the Define Account Group Type form. For example, if you selected Category Code 22 on the Define Account Group Type form, the system associates and displays the code C22.

From Object

Enter the beginning of a range of object accounts to include in the account group.

This field appears only when you select By Object on the Define Account Group Type form.

To Object

Enter the end of a range of object accounts to include in the account group.

This field appears only when you select By Object on the Define Account Group Type form.

From Object.Sub

Enter the beginning of a range of object and subsidiary accounts to include in the account group.

This field appears only when you select By Object/Subsidiary on the Define Account Group Type form.

To Object.Sub

Enter the end of a range of object and subsidiary accounts to include in the account group.

This field appears only when you select By Object/Subsidiary on the Define Account Group Type form.

Account Number

Enter the account number to include in the account group.

This field appears only when you select By Account on the Define Account Group Type form.

From Category Code

Enter the beginning of a range of category codes that you include in the account group. The value that you enter must exist in the system 09 UDC table for the category code that you selected on the Define Account Group Type form. For example, if you selected Category Code 21 on the Define Account Group Type form, the value that you enter must exist in the 09/21 UDC table.

This field appears only when you select By Category Code 21, By Category Code 22, or By Category Code 23 on the Define Account Group Type form.

To Category Code

Enter the end of a range of category codes that you include in the account group. The value that you enter must exist in the system 09 UDC table for the category code that you selected on the Define Account Group Type form. For example, if you selected Category Code 21 on the Define Account Group Type form, the value that you enter must exist in the 09/21 UDC table.

This field appears only when you select By Category Code 21, By Category Code 22, or By Category Code 23 on the Define Account Group Type form.