Here is a description of the fields that make up a chart of accounts structure record.
Key: * – Mandatory field; L - Mandatory for local chart of accounts structures
The number indicates the number of characters that are allowed in this text field, where appropriate.
| Field | Description | ||
|---|---|---|---|
| Active | Make this chart of accounts structure active. If a chart of accounts structure is not active, it will not appear in lookups. You cannot make a chart of accounts structure inactive if a company is using it. Defaults to false. | ||
| Default Corporate GLA | L | Click the lookup icon to search for the appropriate GLA. If a local GLA belonging to this chart of accounts structure is used in a transaction and that GLA has not been mapped to a corporate GLA, the GLA specified here will be used. |
|
| Default Local GLA | L | Click the lookup icon to search for the appropriate local GLA. It must already belong to this chart of accounts structure. If a corporate GLA is used in a transaction and that GLA has not been mapped to a local GLA in this chart of accounts structure, the GLA specified here will be used. |
|
| Is Corporate | Indicates that this structure is the corporate chart of accounts structure. You can only have one corporate chart of accounts structure in an org. Defaults to false. | ||
| Name | * | 80 | Name of the chart of accounts structure. The name must be unique. |
SECTIONS