Allocation Codes Wizard - Segment Options Panel

Access this panel using Maintain>Allocation Codes> Wizard.

Use this panel to determine if you want the system to automatically create combinations, or you want to manually select the account codes. You can exclude inactive account codes in this process.

You can create Allocation Segment Code Combinations one of two ways:

• By manually selecting the applicable account codes per allocation segment
• By automatically creating allocation segment accounts codes from all available account codes, taking the transaction entry account combinations for the organization into account

 

Create Allocation Segment Code Combinations: If you select “Exclude inactive account codes” only segment account codes with a status of A (Active) are displayed on the following panels; and, only active codes are used when “Automatically from all available account codes” is selected:

• Manually by selecting individual account codes for each segment: The system displays a panel for each selected allocation segment, so that you can manually select account codes.
• Automatically from all available account codes: The system automatically creates the combinations based on account combinations and skips the individual panels for each allocation segment. The combinations are based on the following:
  • If “Verify Account Code Combinations during Setup, Transaction Entry, and Processing” is selected by the Administrator on the Organization>Organization Preferences>Processing tab, the wizard creates the allocation segment codes combinations based on the organization defined transaction entry account code combinations.
  • If “Verify Account Code Combinations during Setup, Transaction Entry, and Processing” is cleared, the wizard creates allocation segment account code combinations from all available account codes.

Account Codes - Exclude inactive account codes: Select this check box to only select from active account codes for your allocation segment code combinations on the next panel if you chose the manual option, or to have the system exclude the codes for the automatic option.