Associate Accounts to Work Types

Each OBS and WBS object used in an Invoice or Payable Batch includes an Accounting page. From the Accounting Edit page, you can override the global Segmentation settings.

Segmentation involves breaking down an account—stored in your accounting software’s general ledger—into a series of segment codes. These codes represent different elements of your account structure, such as account numbers, divisions, or regions.

This article details how to associate Accounts to Work Types.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the Work menu items, click Work Types.
4. Select the Work Type you wish to access by clicking on it's name.
5. Navigate to the Accounting tab.
6. In the Receivable Transactions and Payable Transactions sections, if you wish to override:
   1. Select the Segment Code option and enter the new Segment Code in the box provided;
   2. Or to associate another Account to the Work Type than the default, select the Account option and use the Browse button to locate the Account from the list.
   3. Click Save to apply your changes.