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This page allows you to define the usage ID. You can provide a long and short description for the usage. The system retrieves the account description based on the account group, account classification and the layout heading specified. This page also allows you to default the account description retrieved in the usage description.
The system saves the usage ID along with the long and short description. The system assigns the usage type for the Usage Id as “User Defined”.
Select the “Define Usage” link at the bottom of the “Create Additional Account Definition” page.
The “Define Usage” page appears.
Enter the following fields in the “Search Criteria” group box:
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Account Group |
Use the drop-down list box to select the account group. The accounts are mapped to the account group in the “Create Operative Chart of Accounts” activity of the “Accounting Setup” business component. The account groups available are “Asset”, “Liability”, “Expenditure” and “Revenue”. The system leaves the field blank by default on launch of the page. |
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Account Classification |
Use the drop-down list box to select the classification to which the account belongs. The accounts must have been classified “Balance Sheet” or “Income Statement” or “Retained Earnings” in the “Create Operative Chart of Accounts” activity of the “Accounting Setup” business component. |
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The system displays “Income Statement” by default on launch of the page. |
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Layout Heading |
Use the drop-down list box to select the layout heading. All the layout headings created in the “Create Quick Codes” activity of the “Quick Codes” business component are available for selection. The system displays the first layout heading by default on launch of the page. |
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Account Description |
The textual description pertaining to the account (Alphanumeric, 100). |
Click the “Get Details” pushbutton to retrieve the account description.
Note: The system retrieves all the account description from the “Accounting Setup” business component based on the search criteria.
Enter the following fields in the multiline:
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Usage Id |
A unique code identifying the usage (Alphanumeric, 20). Mandatory. |
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Usage Short Description |
The short description pertaining to the usage (Alphanumeric, 40). Mandatory. |
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Usage Description |
The textual description pertaining to the usage (Alphanumeric, 100). Mandatory. Examples: Travel, purchase of stationary etc. |
The system displays the following field:
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Account Description |
The textual description pertaining to the account. |
Click the “Default Account Description” pushbutton.
The system default the account description for the usage description in the multiline.
Click the “Define Usage” pushbutton to create the user-defined usage.
Note: Atleast one usage ID must be specified in the multiline.
The system saves the usage ID along with the long and short description.
The system assigns the usage type for the Usage Id as “User Defined”.
