Managerial Views (CTBA020 - SIGACTB)

Through the Chart of Accounts Register, you can indicate one or more managerial entities to which a specific ledger account is considered.

Procedures

To relate a ledger account with one or more managerial entities:

1. In Chart of Accounts, add or change the account you want to related with some managerial entity.

2. In the tab Managerial View displayed in the bottom part of the screen, copy the following data:

• • Press [F3] in the field Plan Codeto select a managerial plan.
  • Press [F3] in the field Managerial Entity to select an entity to related the ledger account.
  • Select the Identifier from the operation type (Addition/Subtraction) with which the account affects the managerial entity balance.
  • Select the type of accounting type affected by the account for the managerial entity.

3. Repeat step 2 as many times you want to relate entities to a ledger account.

4. Confirm and save data.

See Also

Refer also to the following topics:

• Management View