DBD: General Ledger Divisional Setup Procedure

General Ledger System Parameters

Before setting up a new division, you must define your overall General Ledger account format and enable departmental tracking.

General Ledger → Setup → System.

1. Configure Account Numbers: On the first panel, determine the format for your G/L Account Numbers.
   • Divisions are designated by segmenting your core account number.
   • Example: If your current accounts are 4 digits and you need to append a 2-digit divisional segment to the end, your format will look like XXXX-XX . Enter the specific segment lengths (e.g., 4-2-0-0 ) in the setup panel.
2. Enable Departments: Proceed through the parameter setup to the Department Panel.
3. Locate the question "Does this company have departments?" and check the box to indicate Yes.
4. Enter a description for this segment, such as "Department or Division" (this can be customized based on your organization's preference).
5. Define the Starting Digit for the Department Code (e.g., 5  based on the example above) and set the Length of the Department Code (e.g., 2 ).

Assign Department Titles

To ensure your financial reporting generates properly, you must assign a clear description to each division.

General Ledger → Setup → System → Other Setup

1. Select Department Title.
2. Assign a unique Description for each Division.

Account Number Setup

Once your parameters and titles are established, you need to map out the specific financial buckets the new division will utilize.

General Ledger → Setup → System → System Setup

Use the Account Number Setup option to configure the specific Income and Expense Accounts that will be active for this new division.