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Use the General tab to maintain key details about the sub-allocation.
 

 

 

Expand
titleOpening the General tab

To open

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the General

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 tab:

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  1. Select Module > General Ledger > G/L Sub-Allocation Maintenance

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  1.  from the main menu.

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  1. The Set General Ledger Sub-Allocation Search Criteria

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  1.  window is displayed.
    Tip:

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  1.  You can also access General Ledger functions by

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  1. clicking Image Modified .
  2. Search for the general ledger sub-allocations.

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  1. See Searching for general ledger sub-allocations (on page ).

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  1. The General

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  1.  tab of

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  1. the General Ledger Sub-Allocation Maintenance

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  1.  window is displayed.

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  1. Image Modified


General Ledger Sub-Allocation Maintenance - General tab key fields and buttons

Fields

Field

Description

Description

Description for the sub-allocation.

Staff ID

Select the staff member accountable for the sub-allocation, from the drop-down list.

Account Active

Whether the account is active.

Automatically Apply to ALL General Ledger Codes

Select to apply the sub-allocation code to all general ledger codes. The Confirm window is displayed.


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Image Modified
Warning: Deselecting this field will remove the sub-allocation code from all general ledger codes.

Buttons

Button

Description

Image Modified

Launch into Staff Maintenance for the selected staff member.
See Maintaining staff in the Human resources manual.

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Image Modified

Select to mark the account as inactive.