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Procedure documentationDefining Account Segmentation Locate this document in the navigation structure

 

The account system in SAP Business One lets you build accounts based on segments. This option is used mainly in the USA.

You define account segmentation when you create a new company. Once accounts have been created, you will not be able to change back.

Procedure

  1. Go to   Administration   System Initialization   Company Details  .

  2. Choose Basic Initialization tab Use Segmentation Accounts.

  3. Choose Update to save the settings and OK to close the window.

  4. Choose   Administration   System Initialization   General Settings  .

  5. Choose the Display tab and type in a separator character in Account Segment Separator.

    For example, a minus (–). Do not enter asterisk (*) or numbers.

  6. Choose Update to save and OK to close the General Settings window.

  7. Choose   Administration   Setup   Define Account Segmentation  .

    By default, there are four segments in the system. You can add up to 10 segments and change Name, Size, and Type for each segment.

  8. Double-click a line to classify the segment.

    A similar window appears, letting you categorize each segment according to your company classification.

  9. For each classification, you define Code, Name, and a Short Name.

    Note that the Code field is limited by the value you specified in Size for this segment.

    For example, classify the Department segment according to the number of departments in your company; each department will receive a two-digit code.