Activate an Account Set

You must set an account set to Active before you can assign it to a joint venture definition, an ownership definition assignment rule, or an overhead method. However, you can assign an account set in Editing status to a partner contribution, but the partner contribution can’t be used until the account set is set to Active.

  1. On the Account Sets page, access the account set and then click Edit Account Set.
  2. Change the status to Active.
  3. Click Update.