Set Up Segmentation at the Global Level

Assuming that all invoices created for the PSA group Administration and the site Organizations headquarters are sent to the Great Plains G/L account Cash Operating Account that has a defined segmentation code of 000-1100-00 with each segment code representing the following structure:

  • 000 = Account
  • 1100 = Client
  • 00 = Site

Note: This serves only as an example of a segmentation code in Great Plains. You are not required to set up a segmentation code using the same structure.

Learn how to configure global segmentation, using an example of a Great Plains segmentation code structure for invoice processing.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Financial to expand the corresponding menu.
  3. From the Financial menu items, click System.
  4. Upon the Financial Settings page displaying, navigate to the Chart of Accounts tab.
  5. Click Segmentation to access the Segmentation Setup dialog box.
  6. Navigate to the General tab
    1. Enter the length of each segment code under Segment Length. For example:
      1. In the Segment 1 box, enter 3 for the Account (000)
      2. In the Segment 2 box, enter 4 for the Client (1100)
      3. In the Segment 3 box, enter 2 for the Site (00)

        Note: The maximum length of a segmentation code is 10 segments.

    2. Under the Segment Padding section
      1. Select either Space or 0 from the Padding character list to specify the padding character.
      2. Select either Left or Right from the Pad from the list to specify in which direction the padding starts.
      3. Enter a character to separate the segments in the Segment separator box; by default, the dash (-) is specified; however, the dash can be replaced by an other character.

        Note: If the Segment separator box is left empty, then the segments are displayed without a separator character.

  7. Navigate to the Segment Item tab.
  8. under Maximum length for segment item map the PSA objects to the specific segment codes; for example
    1. In the Account box, enter 3 for the Account (000)
    2. In the Client box, enter 4 for the Client (1100)
    3. In the Site box, enter 2 for the Site (00)

      Note: If the length of Segment 1 is set to 4 (Account) under the General tab, but the Maximum length for segment item for the Account segment is set to 3, then one of the characters from the right or left is assigned either a zero or space. For example, if the account number is equal to 123 but the Segment Length is set to 4, then the account number is displayed as 0123 (if the padding is set to 0 from left).

  9. Navigate to the Receivable Transactions tab to set up the accounts receivable and then from the Time Entry section specify to which PSA object the entries will be mapped. For example, to send all invoices with time entries to the Great Plains account Cash Operating Account (000-1100-00), set the following:
    1. Select Account from the Segment 1 list and then enter 000 in the corresponding box
    2. Select Client from the Segment 2 list and enter 1100 in the corresponding box
    3. Select Site from the Segment 3 list and enter 00 in the corresponding box

      Note: The Receivable Transactions tab contains the Time Entry, Expense Entry and Charge and Product Entry sections. Perform the same setup for the expense and the charge and product entries from the Expense Entry and Charge and Product Entry sections. Since only three segment codes are used in this example, do not use segments 4 to 10 (set to None).

  10. Navigate to the Payable Transactions tab to set up the account payables and then from the Expense Entry section specify to which PSA object the entries will be mapped. For example, to send any expenses to the Great Plains account Cash Operating Account (000-1100-00), set the following:
    1. Select Account from the Segment 1 list and then enter 000 in the corresponding box
    2. Select Client from the Segment 2 list and enter 1100 in the corresponding box
    3. Select Site from the Segment 3 list and enter 00 in the corresponding box

      Note: The Payable Transactions tab contains the Expense Entry and Charge and Product Entry sections. Since only three segment codes are used in this example, do not use segments 4 to 10 (set to None).

  11. Click Save to apply your changes.
  12. Click the Close button to exit the dialog box.