Adding a level to the company structure

You may need to add a new level to the company due to growth or restructuring. To make a change like this, you add a new level and change the existing level descriptions as needed. This procedure describes the process for adding a level to the company structure in the General Ledger application.

If you use zones, then you need to inactivate zone balancing prior to adding a level and re-activate after the procedure is complete. Select No in the Zone Balancing field on Company (GL10.1) to inactivate zone balancing.

Run Accounting Unit Listing (GL220) to create a listing of current accounting units for reference and backup prior to making a change.
Access Company (GL10.1).
Inquire on the company to which you want to add a new level.
On the Hierarchy form tab, add the new level and change the existing level descriptions as needed.

Note: You cannot change the size of existing levels.
Use Accounting Units - Accounts (GL20.1) to add a new, temporary accounting unit to hold the posting accounting units that will be moved to the new level in the organization. See Defining accounting units.

Note: All posting accounting units that will be moved to the new level will need to be temporarily moved before the level is added.
Use the Levels tab on GL20.1 to move the posting accounting units that will be moved to the new level in the company to the temporary summary accounting unit. See Moving an accounting unit.
Use Accounting Units - Accounts (GL20.1) to define accounting units for the new level. See Defining accounting units.
Use the Levels tab on GL20.1 to move the posting accounting units from the temporary accounting unit to the new location below the added summary accounting units. See Moving an accounting unit.
Use Accounting Units-Accounts (GL20.1) to delete the temporary accounting unit.

Related reports and inquiries


To	Run
List company parameters	Company Listing (GL210)
List accounting units by company	Accounting Unit Listing (GL220)
Create a trial balance report	Trial Balance (GL291)
Create a balance sheet report	Balance Sheet (GL292)
Create an income statement report	Income Statement (GL293)