Allocation Codes Wizard - Segment Panel

Access this panel using Maintain>Allocation Codes> Wizard.

Use this panel to select the accounts to include in your account combinations. If you selected “Manually by selecting individual account codes for each segment” on the previous panel, a new panel displays for every segment selected on the Maintain>Allocation Codes>Allocation tab. This gives you the opportunity to select additional segment codes based on a “multi-segment” allocation code setup. This panel is not available if the “Automatically from all available account codes” option was selected on the previous panel.

The system displays both active and inactive account codes unless you selected the “Exclude inactive account codes” check box on the previous panel. In that case, only active account codes are displayed. Discontinued account codes are never displayed, and therefore, cannot be selected as an allocation segment.

Note: General Ledger accounts are not available for selection.

 

Code, Title: The system displays all available codes and their titles. Use the Mover (>) to move a code from the Available box to the Selected box.