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Add Segment Code

Add Segment Code

Description of Issue

How to add Segment Code to be used in GL Accounts?

Context

Chart of Account Segments (COAS)

Cause

Needed Segment does not yet exist in Munis and needs to be added so it can be used

Resolution

Search to confirm if Object exists or not:

    1. Browse Munis > Financials > General Ledger Menu > Set Up Chart of Accounts > Chart of Account Segments
    2. In GL segment drop down, select specific Segment name
    3. Accept
    4. Add
    5. Fill out all required fields
      • Segment Code
      • Description & Short Description
    6. Accept
Additional Information




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