Assigning subaccounts with a template

If you have a common group of subaccounts that you want to assign to several accounts, then you can save time by using a subaccount template. Define the group of subaccounts only once in a template and apply the template to multiple accounts. This procedure describes the process for defining a subaccount template and applying the template to major accounts.

Use Define Subaccount Template (GL13.1) to define a template.
Access Detail Subaccount Definition (GL02.1) and click Template Entry to access Template Subaccount Definition (GL02.3).
Apply the template to an account using these guidelines:

Summary Account, Major Account

Select the summary and detail account pair to which you want to assign subaccounts.

Note: The detail account must exist within the summary account you select.