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How do I override segment code of a selected object?

The Segment Code option allows users to map the transactions of a selected object to a specific segment code without having to modify the global segmentation setup. This article covers overriding the segment code of a selected object.

1. Select a specific OBS or WBS Object

  • Click Setup>Organization>Sites and then click a site from the list to open the Site Edit page
  • Click Setup>Organization>Groups and then click a group from the list to open the Group Edit page
  • Click Setup>Organization>Users and then click a user from the list to open the User Edit page and the Employment tab
  • Click Setup>Work>Clients and then click a client from the list to open the Client Edit page
  • Click Setup>Work>Projects and then click a project from the list to open the Project Edit page and the Options tab
  • Click Setup>Work>Work Types and then click a work type from the list to open the Work Type Edit page

Note: The example screenshots below are taken from Setup>Organization>Sites>Site Edit page.

2. Click the Accounting button

  • Click the Accounting button to open the Accounting Edit page.

3. Select the Segment Code option

  1. Under Receivable Transactions or Payable Transactions, select the Segment Code option
  2. Enter a value to override the global segmentation setup for the selected object.

Example

If all invoices are mapped to the Sales, Accessories 4010-100-10 account in Great Plains, except for the invoices involving theTenrox group Administration that are mapped to Sales, Accessories 4010-200-10. The second segment of the segmentation code for the account Sales, Accessories represents the group: 4010-100-10; therefore, a change is required at the object level for the Administration group.

Note: In this example, if a value of 2 is entered instead of 200, the system pads the 2 with 0s until the maximum length is reached for the segment code, as long as the Padding character is set to 0 and the direction is set to right. Click here to view the article on setting up global segmentation for more information on lengths and padding.

4. Click the Save Link

  1. Click the Save link.
  2. Click the Back link.

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