1. Non-Profit Management
  2. Non-Profit Financial Management
  3. Setup for NFP Financials
  4. Creating Segment Codes

Creating Segment Codes

Use segment codes to set which combinations of custom segments are valid on different transactions. Set up these codes to help keep your data accurate and make sure your internal controls work during transaction entry.

Set up the segment codes for your organization. For each code, pick the custom segment values it should use. Program and Restriction are required custom segments.

The codes you set up show up as options in the Segment Code list at the line-item level on transactions. The list only shows segment codes for the selected Subsidiary in the transaction. When you pick a segment code for a line item, the custom segment and other segmentation fields use the values from that code.

By default, the Record Access permission level is Edit for custom segments included in NFP Financials. To prevent users from changing the segment value after a segment code is selected, change the Record Access permission level to View for specific roles. For more information, see Permissions for NFP Financials Custom Segments.

For example, you may create a code named CASH-AP-CA and specify the following custom segment values:

On a transaction, such as Donation, select CASH-AP-CA for a line item. The specified custom segments are populated from the code record.

To create new segment codes:

  1. Ensure that you have all the required custom segments set up. See Custom Segments for NFP Financials.

  2. Go to NFP Financial Center > Data Management > Segment Code > New.

  3. In the Name field, type a meaningful name for your code, following your own conventions.

    For example, CASH-AP-CA could be a code to stand for the combination of revenue type, program, and region.

  4. In the Subsidiary field, click one or more subsidiaries for the code.

    Note:

    The segment code is only available on the specified subsidiaries. On transactions, the Segment Code list is restricted by subsidiary.

  5. If you use Department, select the appropriate classification to associate with the segment code.

    For information about Departments, see Departments and Classes Overview.

  6. From each applicable custom segment list, select the values to associate with the code. Program and Restriction are required fields.

    For example, from the Functional Expense list, select Fundraising.

  7. Click Save.

Related Topics

General Notices