|
|
|
|
This page allows you to search for and select the code identifying the usage of an account and transfer the same to the main page. You can carry out the search based on the finance book to which the account has been mapped, the short description and the description of the usage, the account description, the account group to which the account belongs, the account currency, the type of usage, the date from and till which the account definition is effective.
Click the lens icon positioned along the “Usage Id” field.
The “Help On Usage” page appears.
Enter the following fields in the “Search Criteria” group box:
|
Finance Book |
Use the drop-down list box to select the code identifying the finance book. All the finance books mapped to the login organization unit are available for selection in the ascending order. The system displays the first finance book in the list by default on launch of the page. |
|
Usage Short Description |
The short description pertaining to the usage (Alphanumeric, 40). |
|
Usage Description |
The description pertaining to the usage (Alphanumeric, 100). |
|
Account Description |
The description pertaining to the account (Alphanumeric, 100). |
|
Account Group |
Use the drop-down list box to select the account group. The accounts are mapped to the account group in the “Create Operative Chart of Accounts” activity of the “Accounting Setup” business component. You can select from “Asset”, “Liability”, “Expenses” or “Revenue”. The system leaves the field blank by default on launch of the page. |
|
Currency |
Use the drop-down list box to select the code identifying the currency. The currency must be allowed for the company as assigned in “Create Company” activity of the “Organization Setup” business component. The system displays the base currency if exists for the company by default on launch of the page. |
|
Usage Type |
Use the drop-down list box to select the usage type. You can select from “Predefined” or “User Defined”. The system displays “Predefined” by default on launch of the page. |
|
Effective From Date |
The date from which the additional account definition is effective (Date Format). The effective from date must be greater than or equal to the start date of the account code. The date must be the start date of the financial year or financial period. |
|
To |
The date till which the additional account definition is effective (Date Format). |
Click the “Search” pushbutton to search for the business unit.
The system retrieves and displays the following in the “Search Results” multiline:
|
Usage Id |
The code identifying the usage. |
|
Usage Short Description |
The short description of the usage. |
|
Usage Description |
The description of the usage. |
|
Account Code |
The code identifying the account. |
|
Account Description |
The description of the account. |
Check the box in the “Select” column of the multiline to mark a usage for transfer.
Click “Ok” pushbutton to transfer the usage to the main page.
