Organization Information - Segments Tab

Access this tab with Administrative user rights using Organization>Organization Information.

Use this tab to rename segments, change the segment sequence, and change the functional designation. The system also displays the segment properties (Type, Character Type, and Length) on this tab; however, these properties cannot be changed.

 

Seq.: This column designates the order in which segments appear in the system for transaction entry. (The sequence you enter here does not affect the order that the segments appear on reports; you control that order when you print reports.)

Name: This column designates the account segment's name. Segment names are used when you enter codes and transactions.

Type: The system displays the segment type. The system offers the following segment types when you are setting up a new organization: Fund, General Ledger, Balancing, Non-Balancing, or Restrictions.

Character Type: The system displays the character type.

Length: The system displays the maximum number of characters allowed for certain fields.

Function: Select a function of N/A (Not Applicable), PGM (Program), FND (Fund), or RES (Restriction) for each segment. Only one segment can be assigned PGM, FND, or RES. All other segments must be assigned N/A.

• If a segment is set up with a function of PGM, it can be assigned a designation of Program Expenses, Fundraising Expenses, or Management & General Expenses. Use Maintain>Chart of Accounts Codes>Setup tab to assign one of these designations to an account code, or use Reports>Assign Report Groups to assign multiple account codes to one of these designations.
• If a segment is set up with a function of RES, it can be assigned a designation of Unrestricted or Restricted. Use Maintain>Chart of Accounts Codes>Setup tab to assign one of these designations to an account code, or use Reports>Assign Report Groups to assign multiple account codes to one of these designations.
• If a segment is set up with a function of FND, it can be assigned a designation of N/A or any designation codes you create using the Reports>Assign Report Groups. Use Maintain>Chart of Accounts Codes>Setup tab to assign one of these designations to an account code, or use Reports>Assign Report Groups to assign multiple account codes to one of these designations.
• The General Ledger segment always has a function of N/A. It can be assigned any designation available for the N/A Function. Use Maintain>Chart of Accounts Codes>Setup tab to assign one of the available designations to an account code, or use Reports>Assign Report Groups to assign multiple account codes to one of these designations. For more information about N/A Functions, see Chart of Account Code Designations.

The segments listed here—and their properties—were entered when this organization was created (File>New Organization).