Defining GL Account Segment Structure

For more information on the GL structure, please see Defining the Organization and GL Structure.

To define segment structure:

1. From the Defining Organization Units screen, click Next.
Alternatively, from the Personify360 main toolbar, select System Admin > Organization Structure > Create New Organization from the toolbar. Search for and select the appropriate organization or create a new organization. Click Next. The Defining Organization Units screen displays. Click Next.
The Define Segment Structure screen displays, as shown below.

2. Click Add.
The Segment Detail fields are enabled and a new row displays.

Segment Number will pre-populate, so there is no need to enter it.

3. Select the GL Segment Type from the drop-down.

4. Enter a Description of the segment.

5. Enter the Segment Length.

Each time you click Add, you will note the GL Account Mask field provides you with a visual example of your account code structure.

6. Repeat steps 2-5 until each of your GL segments have been defined.

7. Click Next to proceed to define financial companies.
Alternatively, click Previous to return to the Defining Organization Units screen.

Screen Element	Description
Add	Button. Click to add a segment structure to the organization.
Delete	Button. Click to delete the highlighted segment structure from the organization.
Segment Number	Text box. A system-generated number associated with the segment structure.
GL Segment Type	Drop-down. The category of the segment. For example, Company, Department, Project, or Natural Account.
Description	Text box. The description of the segment structure.
Segment Start Position	Read-only. The start position of the segment. It automatically calculates based on the length and the separator.
Segment Length	Text box. The length of the segment. The minimum value is one and the maximum value is 999. The sum of the length of all the segments plus the separators cannot exceed the GL Account Length.
GL Account Mask	Read-only. Provides a visual example of your account code structure.
Define Valid Segments	Button. When clicked, the GL Account Segments Maintenance screen displays to add values to the segment structure. For more information, please see Defining GL Segments Values.
Previous	Button. When clicked, you will return to the Defining Organization Units.
Next	Button. When clicked, the Organization Units and Associated Financial Companies screen displays. For more information, please see Defining Financial Companies within the Organization Unit.