Account Aliases

Define account shorthand aliases to speed entry of account segment values.

If you enable shorthand alias when you define your chart of accounts, then you can define aliases, or codes, which represent complete or partial accounts.

The following user interfaces use aliases:

Journal lines in the Create Journal page.
Create Journal spreadsheet for both Single Journal and Multiple Journals modes.
Manage Account Combinations in the Alternate Account field.
Manage Intercompany Outbound Transactions and Manage Intercompany Inbound Transactions pages.
Other pages where the account list of values selector is present.

Note: Account Groups in the Account Monitor region and the Inquire and Analyze Balances page are based on the underlying GL Balances cube. These pages don't present you with a list of values to search and select accounts. Therefore, you aren't able to use shorthand aliases.

Enabling Shorthand Aliases

The administrator or implementor is required to select the Shorthand alias enabled option as part of the definition of the chart of accounts structure instance. Freeze and compile your account structure in the Manage Chart of Accounts Structure Instances page when you're ready to begin using your structure. You must recompile your chart of accounts structure instance every time you make changes to your structure and segments, including enabling or disabling shorthand entries.

The following features and functionality apply to shorthand aliases.

The segment value security is automatically enforced when creating or maintaining aliases.
Cross-validation rules aren't imposed since the aliases template account combinations don't update the account combinations.
The alias field displays when you select the account list of values selector in the data entry regions where the selector appears. The field is enabled for both the list of values and search functionality. You can also enter segment values directly in the account value fields, thus ignoring the alias functionality.