Activating accounts for sub plans

Use this procedure to link a sub plan to a specific account structure.

Click the Home icon.
Select Business Configuration > Sub Plan Business Settings > Account Activation for Sub Plan.
Select a configuration set.
Select a sub plan.
Click the Select Account in the grid to activate accounts.
A filtered view of the chart of accounts is displayed. In the Filtered By list, select a filter to display, for example, only expenses accounts.
To search for an account, specify its name or a number in the filter of Account Number or Account and click Save.
You can display accounts as a hierarchy or as a flat list. Alternatively, you can display only accounts that were already activated for the sub plan. You can view either account number, account name, or both.
In the Active column, select the check box of each account that is relevant to the sub plan.
If you select an account, all its parent accounts are selected. If you select a consolidated account, all its child accounts are selected. You can deselect any of the child elements if required.
If, for applications that are based on Designer, you specify accounts that are relevant to the Sales sub plans, those accounts receive data from the sub plans through data transfers.
Close the dialog after you complete the configuration.
Accounts that were activated for the selected sub plan are displayed. In the Columns dialog, you can adjust the information that is displayed.
To use the same account configuration from another configuration set, use the Copy from Configuration set button.