Sub-Object Code Global

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Note

For general information about accessing and working with global documents, see Global COA E-Docs.

The Sub-Object Code Global document is used to assign identical attributes to multiple sub-object codes on a single document.

The Sub-Object Code Global document has three unique tabs: Edit Global Sub Object Code, Edit Object Codes, and Edit Accounts. These tabs contain all of the modifiable sub-object code attributes that are not specific to object codes and account numbers.

The Edit Global Sub Object Code tab works much the same as the Edit Sub Object Code tab of the Sub-Object Code document works. All of the fields on this tab are required. The Sub Object Code Global document can both create new and update existing records.

Note

For more information about how to complete the Edit Global Sub Object Code tab, see Sub-Object Code.

In the Edit Account tab, specify the chart and object codes that the sub-object code belongs to. There are two ways to populate the object codes in the Edit Object tab. One is by manually entering or selecting one object code at a time from the normal Object Code lookup , the other is by using a special multiple value lookup called the Look Up / Add Multiple Object Code Lines to return multiple values.

In the Edit Account tab, specify the chart and account that the sub-object code belongs to. There are two ways to populate the accounts that you want to select in the Edit Account tab. One is by manually entering or selecting one account at a time from the normal Account lookup , the other is by using a special multiple value lookup called the Look Up / Add Multiple Account Lines to return multiple values.

Note

For information about how to use the multiple value lookup, see Multiple Value Lookupon the Guide to OLE Basic Functionality and Key Concepts.

The Global Sub-Object Code document is subject to the same business rules as the Sub-Object Code document. In addition, at least one account must be selected on the Edit Accounts tab and one object code must be selected on the Edit Object Code tab.

The Global Sub-Object Code document routes to the Account Reviewer and Org Reviewer.

  1. Complete the Edit Global Sub Object Code tab.

  2. To add multiple object codes to the Edit Object Codes tab, click Look Up / Add Multiple Object Lines lookup .

  3. Enter the desired search criteria to search for the object codes you want to include and click .

  4. After the result is returned, select check boxes to make your object code selection and click . The selected accounts are returned to the Edit Object Codes tab.

  5. To add multiple accounts to the Edit Accounts tab, click the Look Up / Add Multiple Account Lines lookup.

  6. Enter the desired search criteria to search for the accounts you want to include and click .

  7. After the results are displayed, select check boxes to make your account selection and click . The selected accounts are returned to the Edit Account tab.

  8. Click .

  1. Complete the Edit Global Sub-Object Code tab

  2. To add one object code at a time, enter the values or use the Object Code lookup .

  3. Search for an object code and click the link associated with the object code you want to select.

  4. Click to add the object code to the list.

  5. Repeat steps 2 through 4 until you have selected all of the object codes.

  6. To add one account at a time, enter the values or use the Account lookup .

  7. Search for an account and click the link associated with the account you want to select.

  8. Click to add the object code to the list.

  9. Repeat steps 2 through 4 until you have selected all of the accounts.

  10. Click .

Note

For information about field lookup and multiple value lookup, see Field Lookup and Multiple Value Lookup on the Guide to OLE Basic Functionality and Key Concepts.

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