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:
Click the State of Nebraska - TEST link.
Step 1Click the Accounting link.
Step 2Click the Chart of Accounts link.
Step 3Click the Add Accounts to Business Units link.
Step 4Click in the Business Unit field.
Step 5Enter the business unit number into the Business Unit field. Enter a valid value e.g. "6598764".
Step 6Click the Find button.
Step 7Click the check box of the business unit.
Step 8Click the Select button.
Step 9Click in the Obj Acct field.
Step 10Enter the desired object number into the Object field. In this lesson enter "400000".
Step 11Click in the Description field.
Step 12Describe 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 13Click in the L D field.
Step 14Enter 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 15If 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 16Use the scroll bar to scroll to the right.
Click the scroll bar.
Step 17SERVICE 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 18NITC 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 19Click the OK button.
Step 20Click the Cancel button.
Step 21Click the Close button.
Step 22You have successuflly completed this lesson.