If you are a new customer, you can hide the Origin tab. To do this, simply turn OFF the Origin Integration from the Company Configuration. This will prevent the Origin tab from displaying on the Account Structure screen. |
For new customers, you can add as much segment as you want as long as the total length of the structure (primary codes + divider + segment codes) does not exceed 40 characters.
For customer with Origin integration, maximum length of codes allowed is 16. Eight for the Primary Account code and 8 for the Segment Codes. You can add as much segment as you want as long as the total length of the combined segment codes is 8.
Mask - this will determine what type, or types of characters can be used for account configuration. All valid mask characters accepted by the system together with its description are displayed when you clicked the Mask dropdown button.
If you are converting from Origin, Origin Integration from Company Configuration must be ON. All segments you entered on the Structure tab will also be available in Origin tab. These are the segments that will be mapped in Origin COA during synchronization process. |
Here's how to set up your account structure:
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