G/L Allocation Combinations Tab

This section includes the fields and descriptions for the G/L Allocation Combinations tab.

Selection Criteria Island

Field Description
Account No. In this field, you can enter an account number. Only allocation combinations containing the account number are shown in the Finance Allocation Lines sub-tab. If no account number has been entered, all accounts containing the specified “Location,” “Entity,” “Project,” “Purpose,” “Spec. 1-3,” and “Local Spec. 1-3” will be shown.
Employee No. The functionality of this field is similar to the functionality of the field “Location.”
Tax Code In this field, you can specify a tax code (that is, a tax percentage). You can add up to three different tax codes if necessary. To enable multiple tax codes, the system parameters “Show Three Tax Levels” and/or “Show Two Tax Levels” must be marked in the System Parameters workspace. When multiple tax codes are enabled, the “Tax Code” field will be replaced by the following fields: “Tax Code 1,” “Tax Code 2,” and, if enabled, “Tax Code 3.” For further information on multiple tax codes, please see the description in “Tax Codes.”
Show Lines Applying to G/L If you mark this field, only allocation combination lines where the field “Applies to G/L” is marked are shown in the Finance Allocation Lines sub-tab.
Show Lines Applying to Jobs If you mark this field, only allocation combination lines where the field “Applies to Jobs” is marked are shown in the Finance Allocation Lines sub-tab.
Show Lines When you check this box, the Finance Allocation Lines sub-tab will display the allocation combinations. For performance reasons, it is advisable not to check the box until after you have entered the selection criteria.

Selection Criteria, Dimensions Island

Field Description
Location In this field, you can enter a location. Only allocation combinations containing the location are shown in the Finance Allocation Lines sub-tab. If no location has been entered, all accounts containing the specified dimension information are shown.
Entity The functionality of this field is similar to the functionality of the field “Location” above.
Project The functionality of this field is similar to the functionality of the field “Location” above.
Purpose The functionality of this field is similar to the functionality of the field “Location” above.
Spec. 1-3 The functionality of these fields is similar to the functionality of the field “Location” above.
Local Spec. 1-3 The functionality of these fields is similar to the functionality of the field “Location” above.

User Island

See the chapter “Getting Started” for a description of the fields in the User island.