Loading accounting units

Use this procedure to load the accounting unit interface file. Before you start, you must have an accounting entity and accounting unit structure.

  1. Upload the CSV file.
  2. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  3. Open a Finance Enterprise Group record.
  4. Click the Accounting Entity tab, and open a record.
    The Accounting Entity label is user-defined. If you re-label the Accounting Entity, then your label replaces the original names throughout the solution. See the Financials and Supply Management Setup and Administration Guide for details.
  5. On the Accounting Unit Structure tab, open an accounting unit structure record.
    The Accounting Unit Structure tab label is user-defined. If you re-label the Accounting Unit, then your label replaces the original names throughout the solution. See theFinancials and Supply Management Setup and Administration Guide for details.
  6. Select the Upload tab.
  7. On the Accounting Unit Structure form, select Actions > Upload Hierarchy.
  8. Specify the Run Group and click OK.
  9. Check for errors.
    1. Click Refresh. If any errors exist, they will be displayed in the Upload tab. Fix any errors.
    2. If you fixed errors in the Finance Enterprise Group setup, click Actions > Reset Upload Errors.
    3. Repeat the Run the upload step until all records are loaded without errors.
  10. To verify upload, click the Hierarchy tab.