Setting up segments for business units

You can set up segments for business units to be used with journal entries.

Procedure

  1. Go to Contracts > Contract Set Up > Financials > Business Unit General Ledgers.
  2. Click the Add action.
  3. In the Business Unit General Ledgers form, specify Name, Business Unit, and Journal Entry Lease Type in the General section.
  4. In the Journal Entry DTO Details section, enter the required fields. This information is configurable to match your specific ERP system.
    Option Description
    JE Status Status of the DTO record
    Source Name Value depends on General Ledger system to be used.
    Actual Flag Value depends on General Ledger system to be used. For Oracle General Ledger, the value will be A.
    Set of Books ID Value depends on General Ledger system to be used.
    Created By TRIRIGA User who created the record.
    Date Format Identifies the date format to be used.
  5. Under the Segments section, click Add action.
    An editable row is now seen.
  6. Select Segment Type.

Segment type Segment Value Journal Entry Level Segment
Business Unit Accounting Cost Center Leave as -. Uses the value from the Accounting Cost Center (triCostCenterTX) field from My Company form. Leave it unselected.
Department Accounting Cost Center Leave in the -. Uses the value from the Accounting Cost Center (triCostCenterTX) field from Department form. Leave it unselected.
Division Accounting Cost Center Leave in the -. Uses the value from the Accounting Cost Center (triCostCenterTX) field from Division form. Leave it unselected.
Journal Entry General Ledger Code Leave it as "-". It will get the value from the "Service Code" field from General Ledger Codes form. Select the check box.
Lease Accounting Cost Center Leave in the -. Uses the value from the Accounting Cost Center (triCostCenterTX) field from Asset Lease or Real Estate Lease form. Leave it unselected.
Lease Location Cost Code Leave in the -. Uses the value from the Accounting Cost Center (triCostCenterTX) field from Location Cost Code form. Leave it unselected.
Static Value Enter a static value. Leave it unselected.

  1. Add more rows by clicking Add and once you have all the required rows, click Create Draft.