COA Account Segmentation

Please can anyone tell me how to create level 5 in account Segementation?
I already have a COA on normal account upto level 5 and i want to convert it to Account segmentation up to level 5.

Hi,
Following is from the documentation :
You can add or remove segments as long as no G/L accounts have been created in the system.
In order to add a new segment select from the menu Data > Add Row.
Regards,
Jitin

Similar Messages

Problems with Natural Account segment while creating new SOB

Hello everybody,
I am testing a new GL SOB implementation in our test Instance. Below are the steps I followed.
1)Created a new calender with 12 periods.
2)Enabled Curriencies.
3)Created a New AFF Structure with 4 segments.
5)Created Value sets for those 4 segments and.
6)Assigned Value sets to the Segments.
7)Created LOV for the Value sets for the segments.
8)Assigned Flexfield Qualifiers for the segments.
segment1-Balance, SEG2-Natural Account, SEG3-Cost Center Accout &SEG-4 NO qualifier.
9)Saved, Froze and Compiled the AFF Structure.
10)Navigated to SETUP, FINANCIALS, BOOKS & DEFINE to create a new SOB.
11)After entering all the details including Calender, COA, Currencies in the Closing Tab when entering the Account details for Retained Earnings, the AFF takes all the values for all the segments except for segment-2 which has been qualified as a Natural segment.
12) I repeated the process by creating a new COA and it wont take the segment values which has been qualified as Natural Account. It gives me an error saying that No Entries Found For List Of Values and I double checked the Value List and Values and they are there.
What am I doing wrong? I badly need some input here.
Thank you.

Hi
1. How many values you have defined in Natural Account Segment Values.
2. Could you please check while defining the Values there is check box called
enabled. Have to checked it. Normally it is checked by default.
Regards

Basic Account Segment Category Error

Hi,
I am relatively new to the Data Tool Workbench and I am trying to import the GL Account Segment Category names. I have reviewed the DTW sample for this integration and created my source file accordingly. The error I am getting for all rows is..."No matching record found ODBC - 2028 Application defined or user-defined errorAccountSegmentCategories".
I have searched the forum and found threads relating to importing the COA, but none addressing issues specifically relating to the account segment categories. I have also printed off many of the COA instruction manuals mentioned in the threads, but haven't found anything that can help with importing account segment categories.
Thanks

Ok, upon reading Julie response and Gordon's latest it appears that perhaps I have misunderstood the purpose of importing the segment categories.
Julie - I tried to manually enter the various different versions of the natural segment (1st segment 4 digits) in my chart (e.g. 1117, 1118 etc..), but B1 doesn't allow me to do so. Double clicking on the Natural segment row doesn't open up the entry window like it does when do so for my 2nd and 3rd segments.
Gordon - "IF" I interpret your latest post correctly the account segemnt category import is for importing only various versions of account segments which are NOT the natural segment. Thus I can enter as many different numbers for my 2nd and 3rd segments since they are NOT my natural segment. This would explain why B1 doesn't all me to enter any of my various natural segment codes.
If my assumption above is correct then my only question is how does B1 know that segment 1 is my natural segment? I am still learning the details of B1 (obviously), but don't recall seeing anywhere in the software where a segment is spefically identified as being the natural. I doubt B1 is simply programmed to require segment 1 to be the natural as I have seen many companys that incorporate the natural in segments other than the first in their account structure.
Any thoughts?

How do I copy/paste full numerical-only account strings into the Projects WebADI template when the account segment fields in the template require use of the dropdown because they're formatted as alpha-numeric values?

How do I copy/paste full numerical-only account strings into the Projects WebADI template when the account segment fields in the template require use of the dropdown because they're formatted as alpha-numeric values? I'm using the Integrator named "Projects - Transaction Import" and a custom Layout created based on the seeded Layout named "Transaction Import - Accounted". Do I need to somehow change my Layout to make the Document accept numerical values instead of requiring alpha-numeric values? I need to be able to populate the Document with a large amount of transactions and cannot feasibly go through every transaction to add the alpha-valued name of the account segment to every segment that requires it. The segments in particular causing the problem are "Expnd Type" and "Organization Name" which are both alpha-numeric and as such contain the segment number and name; I need to be able to only have to enter the Natural Account Number (6-digit number only) and the Organization Number (5-digit number only).

How do I copy/paste full numerical-only account strings into the Projects WebADI template when the account segment fields in the template require use of the dropdown because they're formatted as alpha-numeric values? I'm using the Integrator named "Projects - Transaction Import" and a custom Layout created based on the seeded Layout named "Transaction Import - Accounted". Do I need to somehow change my Layout to make the Document accept numerical values instead of requiring alpha-numeric values? I need to be able to populate the Document with a large amount of transactions and cannot feasibly go through every transaction to add the alpha-valued name of the account segment to every segment that requires it. The segments in particular causing the problem are "Expnd Type" and "Organization Name" which are both alpha-numeric and as such contain the segment number and name; I need to be able to only have to enter the Natural Account Number (6-digit number only) and the Organization Number (5-digit number only).

Account Segmentation

Hi All
Where can i find more information to pull reports using account segmentation .
i tried in SAP Help portal and even channel partners portal

Hi Muhammed,
it's not much, but you could have a look at the document 'Financial Reports in 2004' in the DRC. It's under the How-to-documents for 2004A & B.
All the best,
Kerstin

Automatic Contra Posting between account segments

Hi
I am using account segments for a company's different division in different locations. My customer wants automatic contra posting when an inter division (segment) jouranl entry takes places.
The business scenario is like this -
Action 1:
"Division A" incurrs travelling expenses on behalf of Division "B". and passess entry (Div B Dr. Cash A/c Cr.)
Action 2:
Later, after receiving advice from Division A, Division B passes entry (Travelling Exp Dr. Div A Cr.)
Since in Action 1 above - it is an inter segment transaction, is it possible that Action 2 will happen automatically with Action 1 ??
Will appreciate suggession
Thnx in advance
Indra

Indrajit,
Your requirement is very small and I doubt if there are any AddOn specifically for this. You might probably be needing to write this code. If you have other requirement along with this and if you provide me complete details on the requirement I can get some names for you.
You may email me to let me know if you do not feel appropriate posting it here
[email protected]
Regards
Suda

Cost Centre and Account Segmentation

Dear Experts,
Our client's requirement is to take profitability branch wise, department wise.
Can we use Cost Center or we can enable account segmentation. Which is the best way.
As per SAP notes, it is stated that account segmentation is used for branch wise, region wise, department wise arriving balance sheet, profitability.
Which will be the appropriate way. What is the advantage and disadvantages if we cost center or account segmentation.
Thank You,
Sundaram R

Hi Senthil, this is what I have experienced.
Segmentation may be mandatory in USA, for other countries they are optional.
For some who are playing the role of accountant in the company, they find it hard to comprehend the segmentation rule. In which case it is best to convert their current single segment profit center oriented chart of account to map into SAP B1.
Segmentation may be too complicated for smaller companies and one or two ware houses, mainly because to best use the segmentation, the accounts in G/L determination and warehouse determination and item determination need to be configured properly for segmented chart of account. At times the customer will have to choose a segment for manual JE, and it is not that simple if they are not used to the idea of segments.
There will be situations when certain segments do not make sense and yet you need to have them as zeros or something common while implementing it. You may end up creating too many segments or too few at the beginning. If too many it is not a good sight with useless accounts, if too few, they creating new accounts needs planning.
I would leave the option to customer and as consultant it also depends upon your own experience.
Hope that helps.

Setting up Authorization for Account Segmentation

Hi Everybody,
One of my customers wants to have Account Segmentation in B1, also he wants to know how can we setup authorization to those. can you help me on this
Regards,
Shreyas

Hi Shreyas,
You can do account segmentation there is no problem with segmentation and you can give user authorization segment wise in only marketing documents not for accounts and reports.
check following treads..
User Authorizations
User Authorizations
Re: using Account Segmentation in SAP B1 2005B
Thanks,
Sachin

Posting periods and account segmentation

the company has several suboffice/division, but they want all under one company in B1. also they receive some of they invoices 2 months lates. Data migration will go back 2 years. So what is best way to set up posting period and account segmentation.

Hello,
Take a look at this thread and copied to your notepad :
Division in SAP Business One
about how to create suboffice/division.
The posting period can be created go back more than 1 years from now as long when performing data migration, do not forget to set the current period that match with your data dates. The invoices and other opening balances can be migrated using DTW templates.
So, I suggest you could create posting period more than 2 years ago in the last time and create 2 segmented accounts consists of sub office and division beside natural account. E.g. :
12111-01-02 : 12111 is natural account, 01 is suboffice code and 02 is division.
Rgds,

Error in Account Segmentation

Hi Experts
I have created account Segment Branch Code With Size 8 and Alphanumeric.
When I try to create branch code of 5 Characters i am getting an error ISR 27 characters
Regards
Joby J Abraham

Hi Joby,
Welcome you post on SCN forum.
Have you checked the forum subject? This forum is only for SAP Business One user. Please close it and post it on a proper forum.
Thanks,
Gordon

Document for Account Segmentation

Hi,
Can any send Document Account Segmentation through DTW in SAP 8.8 to c.premanand at gmail

Hi,
you can use dtw template that I have asked the sbo_knowledge_village yahoogroup mailist moderator to publish such dtw template. it is for segmentation account.
Join the group and you could dowload the template and other sbo document.
JimM

Move to Account Segmentation

Hi,
We have been using SAP B1 for 4 years and are not using account segmentation but would like to in order to separate our existing branch and a new branch. Is there any way to do this either with an SAP provided conversion utility or by sending our database to SAP?
Thanks,
David

hi,
Use segmentation accounts is greyed out once transactions are posted,Hence
create new database,do appropriate settings,move account balances to new database also
use copy express to move other datas,Use DTW to import master datas to new database.
Raise a ticket(consulting) to SAP in service market place abt ur requirement also ask them
which version will suit the reqirements & with enhanced features .
Jeyakanthan

Account Segmentation Setup with illustration

Hi All! Can somebody tell me how to remove a segment ID specifically "extra" in this setup? And also I can't edit the Size and Type. (Administration>Setup>Financials-->Account Segmentation)
Please check this link for screen shot. [http://img43.imageshack.us/f/accntseg.jpg/]
Also, I can't edit the code in the division segment code, region segment code, cost center segment code.
Please refer to this link for screen shot [http://img59.imageshack.us/f/accntseg2.jpg/]
Your quick response will be very much appreciated.
Thank you so much!!
Rgds,
Icca

Hi Icca,
If you have not added account code yet, you can remove and recreate but not edit.
Thanks,
Gordon

Account Segmentation - Setup

Hi All! Can somebody tell me how to remove a segment ID specifically "extra" in this setup? And also I can't edit the Size and Type. (Administration>Setup>Financials-->Account Segmentation)
Please check this link for screen shot. [http://img43.imageshack.us/f/accntseg.jpg/]
Also, I can't edit the code in the division segment code, region segment code, cost center segment code.
Please refer to this link for screen shot [http://img59.imageshack.us/f/accntseg2.jpg/]
Your quick response will be very much appreciated.
Thank you so much!!
Rgds,
Icca

Hi Icca,
Place cursor on last segment and right-click option will allow to delete if no accounting
transaction posted so far.
Regards,
OM

Account Segmentation: How to relate OACT.Segment_* to OASC (OASG)?

Hello,
I'm learning SAP B1 and i'm trying to understand segmented account code information.
I understand that a segmented account code looks like: 12100000-01-001-01
where
12100000 is the natural account
01 is a division
001 is a region
and the last 01 is a department.
I assume that the account code above is the concatenation of OACT.Segment_* fields separated with dashes (-).
Is there a relationship between OACT.Segment_* and OASC (account Segmentation categories) or OASG (Account Segmentation)?
How can I tell that 01 is a division code and it's not a department code?
It's seems like the key field for OASC is the combination of SegmentId (OASG) and Code. If OACT.Segment_* are mapped to OASG.Code then where can I get SegmentId which is the other key for OASC?
Thank you very much,
Jules

Hello Gordon,
Thanks for responding and also for showing me FORMATCODE field.
I'm sorry I'm not sure if I understand what you mean by: "Segment accounts are starting with _SYS by unique id".
What would a FORMATCODE for a segmented account code like 12100000-01-0001-01 look like? Please show an example using _SYS and a unique id that you mentioned.
I'm sorry my sample database does not have any segment data. I'm trying to understand how to relate segment informtation, but I do not know how I can go from, possibly, FORMATCODE to OASC or OASG.
Thanks for your help.
Jules

COA Account Segmentation

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