About restricting user analysis values in a transaction

You can define restrictions that require or prevent entry of user analysis values when a transaction contains a specific account. These restrictions can be defined in the chart of accounts for summary or detail accounts, or for posting accounts (specific company, accounting unit and account combinations).

Note: For more information about General Ledger accounts and accounting units, see the General Ledger User Guide.

For example, you might want to capture user analysis values only in transactions that involve income statement accounts. You can set a parameter on balance sheet accounts to indicate that you do not want to allow entry of user analyses when a balance sheet account is present in the transaction.

Another option is to set a parameter for a summary level account in Chart of Accounts (GL00.1). This will determine whether user analyses can be entered for transactions involving that account.

Note: You can override this parameter at two levels: for detail accounts that reside below the summary account, and for posting accounts.