Creating or Changing Account Assignment Models
To create or change an account assignment model, proceed as follows:
When you create an account assignment model, an additional field is displayed in which you can enter the name of an existing account assignment model. To display a list of the models available, use the possible entries help. Save your entries.
To enter amounts in the account assignment model, you must also enter a currency key. The model can then only be used for postings in the specified currency. If you do not want to specify amounts, leave the currency key field blank. The account assignment model can then be used for any currency.
- Chart of Accounts
If you do not want to specify a company code in the line items of the account assignment model, but want the system to check that the specified accounts exist, you can enter a chart of accounts.
- Sample Text
If you want to provide an explanatory text for the account assignment model, you can enter a sample text. Note that the text, like the document header text, is not language-dependent.
You can limit authorization for an account assignment model to certain users by specifying an authorization group.
– Calculate tax
If you select this field, the system calculates taxes automatically during posting.
- Equivalence to
Select this field if you want to distribute a total amount to several items using equivalence numbers. When you use this account assignment model, you enter an amount, which is then distributed to the items according to the equivalence numbers specified.
Before entering the line items, you have the option of changing the entry screen. Use Settings ® Screen template to select a screen which meets your requirements.