What is overriding global segmentation?

By default, any OBS and WBS object included in an invoice, multi-client invoice, payroll, payable and WIP accrual batch is associated with the segment codes and accounts defined at the Financial System level. The segment codes or accounts of specific objects are overridden by clicking the Accounting button from each object's edit page. For information on overriding the global segmentation setup of a selected object.

• Click here to view the article on overriding segment codes.
• Click here to view the article on overriding accounts.

When overriding the global segmentation setup for objects at different levels, Tenrox uses the segmentation precedence rule to determine which segmentation codes to associate with the objects so that the transactions are mapped to the appropriate Great Plains accounts. The segmentation precedence rule order is as follows:

1. Segmentation defined at the account level.
2. Segmentation defined at the segment code level.
3. Segmentation defined at the global level.

During an invoice or batch generation process, Tenrox verifies if any objects included in the invoice or payable batch are mapped to an account at the object level. Click here to view the article on overriding accounts. If no account is mapped, then Tenrox verifies if there is an override at the object's segment code level. Click here to view the article on overriding segment codes. If no segmentation is defined at the account or segment code level, then Tenrox applies the default global segmentation codes to the object. Click here to view the article on setting up segmentation at the global level. If multiple objects included in the invoice or payable batches have an AR or AP account selection at the account level, then the account used depends on the order of the segment items. Click here to view the article on setting up segmentation.