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Maintaining Chart of Accounts Permits

• Chart of Accounts are maintained in the system at a global level. They can then be enabled / restricted for use in a Division. Therefore, before a Chart of Account can be used, a Permit must be added for the Division.
• This application allows the user to maintain the Permit for a specified Division and single Chart of Account. To maintain Permits for all Chart of Accounts for a specified Division in one go refer to Maintaining Chart of Accounts Permits - All

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Mandatory Prerequisites

Prior to creating a single Chart of Account Permit, refer to the following Topics:

• Chart of Account - Maintaining Chart of Accounts
• Chart of Account Security (All) - Maintaining Chart of Accounts Permits - All

• Division - Maintaining Divisions

Screenshot and Field Descriptions

Division: this is the Division to enable / restrict the Chart of Account for.

 

COA: this is the Chart of Account to set up the Permit for.

How Do I : Add a new Chart of Account Permit

1. At the Division field, locate the Division.
2. At the COA field, locate the Chart of Account.
3. If it appears, click the Application tool-bar push button: Add.
4. Confirm that you wish to add the new Permit.

How Do I : Delete an existing Chart of Account Permit

1. At the Division field, locate the Division.
2. At the COA field, locate the Chart of Account.
3. If it appears, click the Application tool-bar push button: Delete.
4. Confirm that you wish to delete the Permit.

Chart of Accounts Permits can only be deleted if there are no records, such as Transactions, associated with the Chart of Account in the Division.

Related Topics

Chart of Accounts Permits are associated with the following Topics:

• Chart of Accounts - Maintaining Chart of Accounts

• Chart of Account Permits (All) - Maintaining Chart of Accounts Permits - All
• Division - Maintaining Divisions