Defining a level group

A level group is a group of combined sequential or non-sequential level ranges used for reports and inquiries. For example, you can create a report using select accounting units in a company or company group instead of creating a row line for each level range. Use this procedure to define a level group.

  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. Click New Group to access the Define Level Group (RW40.6) subform. Use this subform to type a new level group name, specify a description of the group, assign a folder, and, optionally, identify the person responsible for the level group.
    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 organizational structure.

    Level

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

  4. If you want to preview the level group, click Preview to display the level group that you have defined.