Subaccounts
Form ID: (GL203000)
You use this form to create and maintain the list of subaccounts for your company. You use subaccounts to virtually split accounts into smaller, more specific accounts to achieve finer classification, for reporting and internal management purposes. For more information on subaccounts, see Subaccounts: General Information.
When you use this form, you create subaccounts segment by segment. If the Validate check box on the Segmented Keys (CS202000) form is selected for the SUBACCOUNT segmented key, you can enter a segment value only by selecting it from the list of values defined on the Segment Values (CS203000) form. If the Validate check box is cleared, you can enter a new value for the segment, and only the number of characters and the type of string (specified in the Edit Mask box on the Segmented Keys (CS202000) form) will be validated.
In some cases, you should use this form to create a complete list of subaccounts, depending on the lookup mode selected in the Lookup Mode box, which is also on the Segmented Keys (CS202000) form:
- By Segment: All Avail. Segment Values: Users can enter subaccounts segment by segment on any data entry form. For each segment, the user selects the segment value from the list of available segment values, which should be populated in advance. You don't need to create a complete list of subaccounts in advance using this form.
- By Segmented Key: You must use this form to configure the subaccounts before they can be used for data entry. After you have done this, on any data entry form, a user can select a subaccount from the list of available subaccounts.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Manage Restriction Groups |
Navigates to the Restriction Groups by Subaccount (GL104030) form, which you can use to view the memberships of the subaccount in restriction groups. This button appears on the form only if the Row-Level Security feature is enabled on the Enable/Disable Features (CS100000) form. |
Table
The table in this area lists all subaccounts configured in the system.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Subaccount |
The unique subaccount identifier. The length, input mask, and segment structure of the identifier has been specified on the Segmented Keys (CS202000) form. If the Validated check box is selected on the Segmented Keys form for any segment of the subaccount identifier, while entering the value of this segment, you can type or select only a segment value in the list of existing values, even if the Allow Adding New Values On the Fly check box is selected for the segmented key as a whole. If the Allow Adding New Values On the Fly check box is cleared for this segmented key, in each segment of this subaccount identifier, you can type or select only a segment value in the list of existing values. If the Allow Adding New Values On the Fly check box is selected for the segmented key and the Validated check box is cleared for a particular segment, you can create new values in this segment. Important: We do not recommend typing spaces in any
position of subaccount segments. When a user runs a report or
generic inquiry and enters a subaccount as a report parameter or
selection criterion, the system treats a space as a wildcard
character. As a result, the report or inquiry includes multiple
subaccounts rather than this particular subaccount.
For details, see Account Identification. |
| Active | A check box that indicates (if selected) that the subaccount is active. If the check box is cleared, the subaccount is inactive, which means that it does not appear on drop-down lists of available subaccounts on data entry forms and cannot be selected. |
| Description | A detailed description of the subaccount. |
| Secured | A check box that indicates (if selected) that the subaccount is associated with restriction groups. |