Receivables process levels

A process level represents a breakdown within a company. For example, a division, a department, a sales office, or a cost center. You must assign a process level to a transaction. A process level contains default balance sheet Global Ledger accounts. For example, default cash and accounts receivable accounts. You can sort transactions by process level on many forms and reports.

Before you begin setting up your process level parameters, you must complete your general ledger codes, receivables codes, and the Receivable Companies setup.