Editing a Chart of Accounts Constraint

You can edit chart of accounts constraint values. For example, you might change the hierarchy to which a constraint is assigned. Additionally, you can edit the links between a constraint and segment values.

To edit a constraint:

  1. Select Administration > Chart of Accounts > Constraints.

  2. Click the name of the chart of accounts for which you want to edit the constraint.

  3. From the Type list, select the constraint type and change the specific value to which the constraint will be applied.

    Hierarchy

    For a hierarchy constraint, enter a hierarchy ID in the Hierarchy ID field, or click the link and select a hierarchy ID from the displayed list.

    Role

    For a role constraint, select a role from the Role list.

    Employee

    For an employee constraint, enter the employee's user ID in the User ID field.

    Account

    For an account constraint, enter an account number in the Account field.

  4. For the Type of Constraint, select one of the following options:

    Include

    Only defined users will have access to the specified values.

    Exclude

    Defined users will not have access to the specified values.

    Read Only

    Defined users will be able to view all values but not select them.

  5. For each segment, select an option from the Accounting Code Value list to specify the segment values to which the constraint will apply. You can choose All, None, or a specific segment value.

  6. Click Save.