Defining an account group

An account group is a group of combined sequential or non-sequential account ranges used for reports and inquiries. For example, you can create a report using accounts 51080 to 51090, 51175 to 51175, and 51225 to 51225 for a specific company or company group instead of creating a report for each account range. Use this procedure to define an account group.

Access Account Group (RW40.3).

Note: Any group name must be unique. For example, you cannot have a level group and an account group with the same name.
Click New Group to access the Define Account Group (RW40.7) subform. Use this subform to type a new account group name, specify a description of the group, assign a folder, and, optionally, identify the person responsible for the account group.

Note: The maximum number of ranges you can have in any group is 999.
When you add the new group, you are returned to Account Group (RW40.3). Use this form to define the ranges to include in the group. Use these guidelines to specify the field values:

Major Account

Select the account number ranges that you want to include in the account group.