Template Accounting Unit Maintenance (GL23.1)

Use Template Accounting Unit Maintenance (GL23.1) to view and maintain accounting unit template conversion records generated by Acct Unit Template Conversion Load (GL123). You can add an accounting unit, delete an accounting unit, change the name of an accounting unit, and add information such as address code or user fields for all accounting units or for individual accounting units.

Process at a Glance

  1. Define an accounting unit template.

    1. Access this form and click the New Template button to open Define Accounting Unit Template (GL14.6) and define the template header.

    2. Define the first-level accounting unit in the template using GL14.1.

    3. (Optional) Use the Accounts button to open Posting Accounts (GL14.2) and assign accounts to the accounting unit.

    4. Repeat steps 1b and 1c until all the accounting units have been added to the template.

  2. Create an accounting unit template conversion file for a company, using Acct Unit Template Conversion Load (GL123).

  3. (Optional) Modify accounting unit information, using Template Accounting Unit Maintenance (GL23.1).

  4. Add the accounting units to the company, using Mass Accounting Unit Addition (GL124).

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