8/13/2019 General Ledger Advanced Training ge4
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iVAS
Advanced General Ledger (GL4) Training Exercises
Exercise 1: Adding COA ValuesNavigation
Navigate Setup inancials lex!ields "e# Values
1. Expand $Setupby double-clicking or selecting $Setupand
selecting ($).
2. Choose inancialsunder the Setup
3. Choose lex!ieldsunder the inancials
4. Choose "e#under the lex!ields
5. Choose Valuesunder the "e# in the Navigator enu and select
open.
!. "elect #und $ro% #ind &indo'
(. Enter )pplication
*. +,ab once. Enter ,itle
. +,ab once. Enter "tructure
1/. +,ab once. Enter "eg%ent
11. "elect the #ind button at the botto% o$ the #ind 0ournals
&indo'.
12. Click in the $irst line o$ the alues.
13. Enter Ne' "eg%ent alue $or #und14. Click on Ne' icon
15. Enter alue 'here XXXis your user nu%ber
1!. +,ab once to the escription $ield. Enter CXXXalue
1(. +,ab once to Enabled $ield. eave e$ault
1*. +,ab once to #ro% $ield. eave lank
1. +,ab once to ,o $ield. eave lank
2/. +,ab once to arent $ield. eave lank
21. +,ab once to evel $ield. eave lank
22. +,ab once to "eg%ent 6uali$iers &indo'.
23. 7n the )llo' udgeting $ield8 select 9es.
1
Applicati%n :eneral edger
Title )ccounting #lex$ield
Structure )ccounting #lex$ield
Seg&ent #und
Value XXX
'escripti%n CXXX
All% udgeting 9es
All% *%sting 9es
C%unt# und /*/
Old *r%gra& XXX
8/13/2019 General Ledger Advanced Training ge4
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iVAS
Advanced General Ledger (GL4) Training Exercises
Exercise +: 'e!ining Su&&ar# Te&plates
Navigation= N"etup)ccounts"u%%ary
1. Expand $Setupby double-clicking or selecting $Setupand
selecting ($).
2. Choose )ccounts under the "etup
3. Choose "u%%ary under the )ccounts in the Navigator enu and
select open.
4. Enter Na%e CXX
5. +,ab 7n the accounts $ield8 enter the $ollo'ing=
Na&e ,e%plate XX
und )XX
C%st Center ,
L%cati%n ,O,-ect
uncti%n ,
udget iscal .ear
!. Click ;> "u%%ary ,e%plate.
'escripti%n C>>
*. +,ab once into the Earliest eriod $ield. Enter 0ul-/4
Earliest *eri%d 0ul-/5
. )ccept the de$aults $or the )ccount Category and #unds Check
evelAcc%unt Categ%r# roprietary
unds C/ec0 Level None
1/. "elect "ave on the ,oolbar
3
8/13/2019 General Ledger Advanced Training ge4
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iVAS
Advanced General Ledger (GL4) Training Exercises
Exercise : 2n3uir# 5sing a Su&&ar# Te&plate
Navigation= N7n?uiry)ccounts
1. Expand @7n?uiry by double-clicking or selecting @7n?uiry and
selecting A@B.
2. Enter the period as 0ul-/5
3. +,ab once into the ,o $ield. Enter ay-/!
4. Choose the )ctual
5. Click on the "u%%ary )ccount 'indo' to bring up the ;
!. Choose the su%%ary te%plate that you created in Exercise
2.
(. ,ab to the account line and in the op up %enu.
*. Enter N) $or the udget #iscal 9ear.
. Click ;
