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    Beth Bleijie
    Ledger Code string - can part of it be defaulted?Answered
    Topic posted December 21, 2018 by Beth BleijieBronze Trophy: 5,000+ Points, last edited February 6, 2019, tagged Financials, General Ledger, Payables, Setup / Administration 
    57 Views, 2 Comments
    Ledger Code string - can part of it be defaulted?
    Ledger code string has 8 parts, but 4 can default to "0" - can it be done?
    Our ledger code string has 8 parts, but 4 of the parts are never altered with AP data entry.
    Can they be made to default to a chosen code?  It would save data entry time and prevent errors.
    For example AP Specialists may use code 10.00.302.610013.016900099.000.00.00000 for an invoice, and I'd like all of those "0" parts to default to "0" since they will never (or at least VERY rarely) be anything but "0" for most uses (not just AP), but certainly for AP invoice entry.
    Three of the four are unused at this point, and the fourth is an inter-company code, so it is only used by system-driven entries.

    Best Comment

    Beth Bleijie

    Thank you!  That seems to have done the job.




    • Prithis Das

      The short answer is - Yes, it can be done.

      Please keep in mind that the defaults will be system-wide. So the defaults will apply in the AR, FA and other screens as well. They can be over-ridden where required.

      To set the defaults, you can follow the steps below:

      1. Navigate to the Manage Chart of Accounts Structure Instances page. Click on Search.

      2. When the Accounting Flexfield is displayed and highlighted, click on Manage Structure Instances. Click on Search.

      3. When the Structure instance is displayed, select the appropriate one (you may have just one). Click on the Edit button.

      4. Select the segment that you want to set the default. Click on Edit.

      5. In the Default Type field, select Constant. Enter the Default Value (such as a "0" or a "000"). Make sure you type in the default value accurately with the correct number of zeros. Click on Okay. Save and Close. Click on Done.

      6. When you are back at the Manage Chart of Accounts Structure Instances page, you will note that the Deployment status of the Structure Instance will change. Click on the Deploy Flexfield button to re-deploy the Accounting Flexfield. Make sure that there are no errors and the Deployment Status displays a status of "Deployed" with a green tick. Click on Done.

      7. Log out, log back in and test the results.

      You MUST do this in a Test instance first if you are unfamiliar with the above setups.

      Hope this helps.