Defining a subaccount group

A subaccount group is a group of sequential or non-sequential subaccount ranges used for reports and inquiries. For example, you can create a report using subaccounts 51175-0000 to 51175-0003, 51175-0005 to 51175-0007, and 51175-0009 to 51175-0012 for a specific company or company group instead of creating a report for each subaccount range. Use this procedure to define a subaccount group.

  1. Access Subaccount Group (RW40.4).
    Note: Any group name must be unique. For example, you cannot have a level group and an account group with the same name.
  2. Click New Group to access the Define Subaccount Group (RW40.8) subform. Use this subform to specify a new subaccount group name, specify a description of the group, assign a folder, and, optionally, identify the person responsible for the subaccount group.
    Note: The maximum number of ranges you can have in any group is 999.
  3. When you add the new group, you are returned to Subaccount Group (RW40.4). Use this form to define the ranges to include in the group. Use these guidelines to specify the field values:
    Subaccount

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