To Add a Subaccount

You use the Subaccounts (GL203000) form to add a subaccount.

Before You Proceed

1. On the Segmented Keys (CS202000) form, be sure the structure of subaccounts has been configured.
2. Review the meanings of the subaccount segment values in your organization. For segments requiring validation, you define valid values by using the Segment Values (CS203000) form.

To Add a Subaccount

1. Open the Subaccounts (GL203000) form.
   Tip:

   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
2. On the table toolbar, click Add Row.

   The input mask for subaccount identifiers is shown in the Subaccount column for the new row.

3. Create the subaccount by using one of the following methods, depending on whether the Validate check box is selected for the segment on the Segmented Keys (CS202000) form:
   • If the Validate check box is selected for the segment, select the segment value from the list of predefined values.
   • If the check box is not selected for the segment, type a value. The system will validate this value for only the number of characters and the type of string (specified in the Edit Mask box on the Segmented Keys form).
4. Make sure the Active check box is selected in the row of the subaccount.
5. If needed, in the Description column, briefly describe the subaccount.
6. On the form toolbar, click Save.