Setting Up Divisions

A division represents a sub-grouping within a department for an accounting transaction.

Division is one of the six segments (fields) that may be specified for each accounting rule distribution line to classify the transaction for financial and operational reporting purposes.

You add, modify, and delete divisions on the Division page.

Adding a Division

  1. Select Accounting Setup > Division.

  2. On the Division page, click Add.

  3. On the Division Details page, enter values for the following fields:

    Page Element

    Description

    Division

    Enter a unique identifier for the division.

    Description

    Enter a description of the division.

    From Date and To Date

    Enter the date range for which the division is valid.

  4. Click Save.

Modifying a Division

  1. Select Accounting Setup > Division.

  2. Click a row on the Division page.

  3. On the Division Details page you can:

    • Update the division field values.

      Note: You cannot edit the Division field.
    • Delete the division. You will be prompted to confirm the permanent deletion.

  4. Click Save.

Deleting Divisions

  1. Select Accounting Setup > Division.

  2. Click Edit.

  3. Select the check boxes next to the divisions you want to delete.

  4. Click Delete. You will be prompted to confirm the permanent deletion.