Process Level (AR02.1)

Use Process Level (AR02.1) to define and maintain process levels. A process level represents any breakdown within a company, such as a division or a department. You can assign unique general ledger account defaults to process levels. Process levels also give you flexible reporting and inquiry capabilities. Define at least one process level for each company.

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When you add a process level, you can enter a unique name and address, or leave the name or address fields blank to default the company name or address. You can assign unique general ledger codes to each process level, or leave the general ledger code fields blank to default the codes defined for the company. The general ledger codes you assign to a process level must be valid in GL Code (AR15.7). The cash code must be valid for the company in .

You can assign an accounting unit to a process level to avoid the need to define similar adjustment reason codes for each process level in Reason (AR15.1). If entered, this accounting unit, via the process level of the invoice, overrides the accounting unit assigned to the reason code when you create adjustments for the invoice.

If you selected Yes in the Bills of Exchange field in Customer Group (AR00.1) for the customer group assigned to the company, click the BOE link to access a subform to define bills of exchange processing options for the process level. If you selected No in the Bills of Exchange field, the BOE button does not appear because the form is not required for your process level setup.

After you define process levels, access Process Level Group (AR03.1) to define process level groups used for reporting purposes.