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- Open the appropriate record in the Organizations service.
- Click the Accounting > GL Accounts sub-tab.
- Click the New icon to open a new GL Accounts sub-type record.
- In the GL Order Level field, enter the GL order level for this account.
- By specifying an order level, you can associate a set of GL accounts that should be used for a particular group of customers.
- By specifying an order level, you can associate a set of GL accounts that should be used for a particular group of customers.
- In the Type field, select the GL account type from the list.
- Standard types include Sales, Account Receivable, and Deferred Income.
- See Determining GL Accounts for Order, Payment, and Scheduled Transactions for a list of standard types.
- Enter a GL Account name in the field by doing one of the following:
- Enter the name or the first few letters of the name of the GL Account and hit enter on your keyboard to complete the name.
- Use the Search function to locate the GL Account
- Create a new GL Account by clicking the GL Account field name.
- This field displays the records stored in the GL Accounts service.
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- Click OK to save and close the new GL Accounts record.
- Repeat the process as necessary to define more GL Accounts as shown in the figure below.
Anchor RTF36343836393a204361707469 RTF36343836393a204361707469 Example of GL Accounts Defined at the Organization Level