Overview:
The Chart of Accounts window lets you add new general ledger accounts by establishing a unique name and account number for each account and entering information about the account's status, classification, and type. If your organization is a Multi-Currency user of PENTA, you can also indicate the currency in which the account is denominated. After entering this information, you can validate the account for all or select organizational units. This window also allows you to query and modify existing accounts, including inactivating accounts that are no longer used.
Benefits:
- Provides an accurate record of all financial transactions
- Aids in compiling key financial statements
- Provides the ability to authorize general ledger accounts for one, some, or all organizational units
- Provides subledger requirements and ensures the ledger is always in balance with the subledger details
Roles:
- Accounting Manager
- CFO
Additional Content
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Customize List of Values (LOV) allows Users with SQL knowledge to copy an existing LOV and adjust it to return additional information in the popup. The LOV can be set to query automatically or have Users enter in information to query to reduce the results in the LOV for faster identification of the field value. This is rarely used in PENTA.
Benefits:
- Customized LOVs can be used to provide additional information for Users, for example, the comments on a Product provide information needed for Purchasing Agents
Roles:
- System Admin
Additional Content
Location:
- System Management > Technical Support > Customize List of Values
Video:
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