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    Ivan Pena
    How to allows users to populate a segment of the PO charge...
    Topic posted July 16, 2018 by Ivan PenaBronze Crown: 15,000+ Points, tagged Fusion, General Ledger, Setup, Tip 
    102 Views
    Title:
    How to allows users to populate a segment of the PO charge account
    Summary:
    How to allows users to populate a segment of the PO charge account
    Content:

    Business case

    You want users to be able to provide values for one or more segments of the chart of accounts, while allowing the application to derive the remaining segments using TAB (Transaction Account Builder.),

    Solution

    You can enable a DFF to capture the segment values entered by the user, and then configure Transaction Account Builder to override the respective COA segments with the DFF attribute values.

    Example

    Assume your COA has a segment called 'Department" and you want your PO users to be able to provide the value for this segment, while allowing TAB to derive the remaining COA segments.  The following steps outline the required setup:

    1. Enable a PO header DFF and use an attribute (say ATTRIBUTE1) to capture the Department. Make sure the DFF attribute uses the same value set as the COA segment you want to populate. (Let's say the value set name is COA_Department.) 
    2. Define an account rule in TAB of type "Value set" for the value set used by the COA segment you want to override (COA_Department in this example),) and select the corresponding DFF source (PO Header Attribute1 in this example) as input.
    3. Use the account rule created in (2) to override the corresponding segment In the Transaction Account Definition. Note the transaction account definition needs to have a chart of accounts assigned, so that you are able to assign account rules to named segments (Department in this example.)

    Ivan