Skip to content

Latest commit

 

History

History
57 lines (50 loc) · 2.76 KB

File metadata and controls

57 lines (50 loc) · 2.76 KB
title description author ms.author ms.topic ms.date ms.custom ms.reviewer audience ms.search.region ms.search.validFrom ms.search.form ms.dyn365.ops.version
Create account structures
Learn about the process of creating account structures, including a step-by-step process using the demo data company USMF.
aprilolson
aolson
how-to
04/01/2024
twheeloc
Application User
Global
2016-06-30
DimensionConfigureAccountStructure, DimensionCreateAccountStructure, DimensionHierarchyAddLevel, DimensionHierarchyConstraintActivate
Version 7.0.0

Create account structures

[!include banner]

This procedure walks through creating an account structure. The steps use demo data company USMF.

  1. Go to General ledger > Chart of accounts > Structures > Configure account structures.
  2. On the Action pane, click New to open the drop dialog.
  3. In the Account structure field, enter a name to describe the purpose of the account structure.
  4. In the Description field, enter a description to specify the purpose of the account structure.
  5. Click Create.
  6. In the Segments and allowed values, click Add segment.
  7. In the dimensions list, select the dimension to add to the account structure.
  8. At the end of the list, click Add segment.
  9. Repeat step 6 to 9 as needed.
  10. In the Allowed value details section, select the segment to edit the allowed values. For example, click the Main Account field.
  11. In the Operator field, select an option, such as is between and includes.
  12. In the Value field, type a value. For example, 600000.
  13. In the through field, type a value. For example, 699999.
  14. In the Allowed value details section, click Apply.
  15. Repeat step 10 to 15 as needed.
  16. In the Allowed value details section, click Add new criteria.
  17. In the Operator field, select an option, such as is between and includes.
  18. In the Value field, type a value. For example, 033.
  19. In the through field, type a value. For example, 034.
  20. Click Apply.
  21. In the grid, select the segment to edit the allowed values. For example, Cost Center.
  22. In the CostCenter field, type a value. For example, 007..021.
  23. In the Segments and allowed values, click Add.
  24. In the MainAccount field, type a value. For example, 600000..699999
  25. In the grid, select the segment to edit the allowed values. For example, Department.
  26. In the Department field, type a value. For example, 032.
  27. In the CostCenter field, type a value. For example, 086.
  28. On the Action pane, click Validate.
  29. On the Action pane, click Activate.
  30. Click Activate.

[!INCLUDEfooter-include]