What Are Company Groups, Level Groups, and Lists?
Company groups, level groups and lists are alternative ways to group together multiple companies or select segments of one or more companies.
Company Group
A company group is a group of general ledger companies that you define. Use company groups to streamline processing, inquiry, analysis and reporting when you have multiple companies. For example, LGE company might represent companies 4321, 4322, and 4323. What Is a Company Group?
Level Groups
A level group is a group of level ranges (a range of variable level addresses) used for reports and inquiries. Although a level group can include sequential or non-sequential ranges, they are most useful when you want to select ranges that are non-sequential. For example, you can create a report that includes accounting units with level addresses of 01-01-01 to 03-01-01, 05-01-01 to 07-01-01, and 09-01-01 to 12-01-01 for a company or company group instead of creating a report for each level range.
Level Groups Example
LGE Corporation wants to create reports for just the Diagnostic departments in their clinics and hospitals. To accomplish this they have defined a level group that includes just those departments, which includes the following accounting units:
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201 Diagnostics-Grove (02-01-01)
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301 Diagnostics-River Bend (02-02-01)
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402 Diagnostics-Pleasanton (03-01-02)
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502 Diagnostics-Springfield (03-02-02)
They define this level group to include two ranges of variable level addresses as shown in the following table.
| RANGE1 | Level 1 | 02 - 02 |
| Level 2 | 01 - 02 | |
| Level 3 | 01 - 01 | |
| RANGE 2 | Level 1 | 03 - 03 |
| Level 2 | 01 - 02 | |
| Level 3 | 02 - 02 |
Lists
A list is a set of accounting units, accounts, activities, assets, leases, or user analysis. For consolidated reporting, you can create a list that includes any accounting units from multiple companies. In this way lists provide alternative views of your data that cannot be efficiently obtained from the company structure. Because they do not use stored balances, the process for creating reports with lists is less efficient than other methods. What is a List?