Defining a level group

Use this procedure to define a level group. A level group is a group of levels ranges used to select ranges of accounting units.

To define a level group, complete these steps:

  1. Access Level Group (RW40.1)
    Note: Any group name must be unique. For example, you cannot have a level group and an account group with the same name.
  2. Select New Group to access Define Level Group (RW40.6). Use this form to specify a new level group name, specify a description of the group, assign a folder, and, optionally, identify the person responsible for the level group. You can select Copy to open Group Copy (RW40.5). Use this form to create a new level, account, or subaccount group by copying an existing one.
    Note: The maximum number of ranges you can have in any group is 999.
  3. When you add the new group, you are returned to Level Group (RW40.1). Use this form to define the ranges to include in the group. Use these guidelines to specify the field values:
    Company

    Select the company number for which you want to define a level group. You can select a range of companies, but all companies in the range must have the same variable structure.

    Level

    Select the level ranges that you want to include in the level group.

  4. If you want to preview the level group you just defined, or all account and subaccount groups, then select Preview.
  5. Optionally, select Acct Group to open Account Group (RW40.3). Use this form to define a group of sequential or non-sequential account ranges.

    Select Sub Group to open Subaccount Group (RW40.4). Use this form to define a group of sequential or non-sequential subaccount ranges.

Related reports and inquiries

To Use
List level group, account group, or subaccount group Group Listing (RW240)