Account Code Combination Wizard
Use this form to create, review, update, and/or delete account code combinations. This page assumes that you have all applicable General Ledger access rights.
Account Code Combination Wizard Toggle
The selections available to toggle between as you work in the Account Code Combination Wizard form depend on the account codes available in your implementation of MIP Cloud. These selections are the same as the columns available in the Maintain Account Code Combinations Form. As you work through the Account Code Combination Wizard, you can toggle between forms by selecting the Previous or Next buttons at the bottom of the page.
Getting Started
The Getting Started form is the first form of the Account Code Combination Wizard.
Note: Refer to the Option Details information for additional information about working with the Account Code Combination Wizard Getting Started form.
Combination Creation Options
Select one of the following options to get started with the Account Code Combination Wizard:
- Create combinations manually by selecting segments.
- Create combinations from actual data. Delete existing combinations.
- Create combinations from actual data. Append to existing combinations.
Account Code Combination Forms
The Account Code Combination forms are the remaining forms of the Account Code Combination Wizard (i.e. Fund, Grant, Progr, etc.).
These forms will vary depending upon what Combination Creation Option is selected on the Getting Started form and what account codes are available in your implementation of MIP Cloud.
When manually selecting segments, click in the Select column to select individual segments. Or click in the Select column heading to select all of the segments in the list. Complete each form until reaching the Review section of the wizard.
When using the wizard to create combinations from data, the last form displayed is the Review section of the wizard.
Note: Be sure to review the number of account code combinations about to be created.
Buttons
These buttons display at the bottom of the Account Code Combination Wizard.
Cancel: Select to discard any account code combination selections and return to the Maintain Account Code Combinations form.
Next: Select to progress to the next form of the Account Code Combination Wizard.
Previous: Select to return to the previous form of the Account Code Combination Wizard.
Finish: Select to save any account code combination selections and complete the Account Code Combination Wizard.