When entering time using Time Card Entry you may want to have the option to choose a particular G/L account segment for each entry. This can be achieved on the Avanti Self Service Portal by enabling a Company Web Setting.
Web Services > Installation and Maintenance > Company Web Settings.
Find the setting quickly using the search function in Company Web Settings.Setting not listed
If the setting for
TimeCardCalendarSettings.GLAccountSegmentOverrideswas not listed in Company Web Settings, you will have to add the setting now:
Add a new Company Web Setting by pressing Insert.
Enter the Key Id and Type fields of the new setting as below
Save the setting by pressing Apply.
Now that the setting has been added you can continue to the next step where the g/l account segments are entered.
Figure 2. Example G/L Account Format. (Financial System > G/L Account Format)
The value is a comma separated list of the segment numbers you want to override. (The segments are numbered from
1in increasing order.)
Major Accountwould be segment number
Projectwould be segment number
Save the changes to the Company Web Setting by pressing OK.
At this point you will need to reload the Company Web Settings on Avanti Self Service Portal before the G/L account segments will be available for selection from the Time Card Entry screen.
We’ll go over the steps to reload the settings in the following section.
Reload Company Web Settings
Company Web Setting are reloaded from the Administration Settings screen of the Avanti Self Service Portal. You must be logged in using an Administrator account to access the Administration Settings.
From the Administration menu select Administration Settings.
Press Reload Settings now.
A message will be displayed after the settings have reloaded.Figure 3. Steps required to reload the Company Web Settings.
Using the G/L Segment
Now, when you add an entry from the Time Card Entry screen you will be able to select the G/L account segment.
Add a new entry to the Time Card by pressing .
At the end of the Time Card Entry fields select the G/L segment to use from the drop-down.
Note:You may need to scroll to the right to see all available G/L segments.