11.6.2 Publishing COA or ML Segments

This section provides information on how a user can extend CoA or ML segment to a given ledger.

To publish a COA or ML segment for an Action, do the following:
  1. Go to the Inbox by clicking the Inbox button on the Home page
    The Inbox page is displayed.
  2. Create an Issue and an Action with the Action Type as Segments. For more information on Issues and Actions, see Manage an Issue and Manage an Action.
  3. Once the corresponding details are added for an action, click Save.
  4. Click Submit to submit the action for approval.
    A confirmation message is displayed. Click OK to confirm.
    For information about Approval of Action ( for Business Term), see the Approval Work flow for Issues and Actions section.
  5. Click Approve to approve the action.
  6. Navigate to My Profile on the Home page, select Administration from the dropdown menu.
  7. Select the Segment Mapping tab and click Pending option.
  8. From the available list of pending actions, select the action that you wish to publish and click Publish.
    Once the publish is complete, the segments will be available to be enabled for ledgers listed in the Segment Mapping user interface.