Access Departments

View, Edit or Add a Department to be used when creating Full Accounts. A Department is a method of defining a location as a whole or a section within the location to track revenue and expenses. For example, one Department can be created for the entire Co-op or several based on areas within the co-op like fertilizer. Search for existing Departments using Browse GL Departments or create a new Department by clicking Add within an existing GL Department.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > General Ledger > Menu Security > Access Departments.

Edit or Add a GL Department

Select Edit after selecting a GL Department from the list or Add to create a new Department.

Enter a Department ID in this six character alpha-numeric field. Once the new Department is saved, this field can not be changed.

Provide a Name for the Department in this 30 character alpha-numeric field.

Select the Division/Dept, Division or Department, from the drop down list. This field may not be available for every Location.

Select the Sub-Accounts that should be associated with this Department. See Access Sub-Accounts for more information.

 

Users

Add or Edit the user accounts that should have access to this department by selecting the Add button. Remove any user by selecting the ID and the Delete button.

 

Select Save to accept the changes.