Add Segment Codes
Before entering segment codes
To add segment codes:
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Open G/L Setup > Segment Codes.
For help with fields on this form, click here.
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Choose the segment from the drop-down box for which you want to enter valid codes.
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If you are entering codes for the first time, click in the empty box below the segment selection box (or press Tab twice) to insert the first line in the table.
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If editing an existing list of codes, click on the line you wish to change (use the vertical scroll bar if the record isn't visible), or click in the table and press the Insert key to add a code.
Note that you cannot delete a segment code that is being used by an active account.
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Enter or change the code in the first column (the Segment Code). The code must be the length you specified for the segment.
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Press Tab and enter a description.
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Press Tab again, and, if applicable, enter the account number of the retained earnings account to which this segment code closes.
If this account has the Post To Account field set as prohibited, you cannot select that account as the closing account.
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When you have added all the codes for a segment, use the Save command.
After
adding segment codes
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Print the Segment Codes report from the G/L Reports folder. This report lists the valid codes for each segment and shows the related description and retained earnings account, if any.
Deleting
segment codes
To delete a line from the segment codes table, select the segment, then select the particular code you want to delete, and press the Delete key.
Additional
information
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The Segment Codes table lists all the valid codes for each account number segment that is defined in the G/L Options form (except the account segment).
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Do not use the delimiter characters, dash, forward slash, backward slash, star, and period (- / \ * . ) in a segment code.
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You can assign a different retained earnings account to each code entered for a segment that you use for closing.
If you do not enter a retained earnings account for a segment code that you use for closing, G/L closes to the default closing account specified on the Account tab of the G/L Options form.
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There is no limit to the number of codes that can be valid for each account number segment.