Adding Accounts to Business Units - Agency Lesson


In this lesson you will learn the steps for adding accounts to business units. 

 

Navigation:

 

We have listed three ways to navigate to the Adding Accounts to Business Units - Agency process.  This lesson will be using the Accounting navigational steps.

 

General Accounting

Accounting > Chart of Accounts > Add Accounts to Business Units.

 

Budget

Budget > Organizational Structure > Chart of Accounts > Add Accounts to Business Units.

 

Grants and Projects

Grants and Projects > Organizational Structure > Chart of Accounts > Add Accounts to Business Units.


Steps:

  1. Click the State of Nebraska - TEST link.

    Step 1
  2. Click the Accounting link.

    Step 2
  3. Click the Chart of Accounts link.

    Step 3
  4. Click the Add Accounts to Business Units link.

    Step 4
  5. Click in the Business Unit field.

    Step 5
  6. Enter the business unit number into the Business Unit field. Enter a valid value e.g. "6598764".

    Step 6
  7. Click the Find button.

    Step 7
  8. Click the check box of the business unit.

    Step 8
  9. Click the Select button.

    Step 9
  10. Click in the Obj Acct field.

    Step 10
  11. Enter the desired object number into the Object field. In this lesson enter "400000".

    Step 11
  12. Click in the Description field.

    Step 12
  13. Describe the object in the Description field. In this lesson enter "Revenue".  

     

    Note: If adding account with level of detail 3, 4, or 5, see Nebraska Master for correct object account description. For set-by-step instructions on how to view the Nebraska Master Accounts, please follow the Inquire on Nebraska Master Accounts work instructions.

    Step 13
  14. Click in the L D field.

    Step 14
  15. Enter desired level of detail into the L D field.  Accounts added by Agencies must be a level of detail 6 or above. In this lesson enter "6"  

     

    Note: Accounts with level of detail 3, 4, or 5 can be added as long as they check against the Master.

    Step 15
  16. If a subledger is required enter "L" in the PE field.  If a subledger is not required leave this field blank.  

     

    In this lesson we will leave this field blank.

    Step 16
  17. Use the scroll bar to scroll to the right.  

     

    Click the scroll bar.

    Step 17
  18. SERVICE CONT field - This field will either be left blank or completed with a code based on the Object Code which was used. 

     

    Refer to the Overview to see what you sould enter in this field or click here.  

     

    In this lesson we will leave this field blank.

    Step 18
  19. NITC field - Leave the field blank unless the Object Code used is listed below. 

     

    If the Object Code is listed below etner "T00" (zeros, not the letter "O"). 

     

    Object Codes:

    521200, 521290, 521291, 521400, 521800, 525200, 525400, 527400, 527500, 543100, 543200, 543300, 555100, 555200, 583300, 583600, 583900  

     

    In this lesson we will leave this field blank.

    Step 19
  20. Click the OK button.

    Step 20
  21. Click the Cancel button.

    Step 21
  22. Click the Close button.

    Step 22

You have successuflly completed this lesson.

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