Process Name:

Create and Maintain Existing GL Configuration Item Types

Role:

Internal SUITS user

Objective(s):

To update an existing GL Configuration to designate the Account Number, Item Types, Transaction Type, and debit/credit GL accounts for which a transaction will be recorded.

Before you begin:

The internal SUITS user is notified of the need to update an existing GL Configuration in SUITS.

What happens next:

The GL Configuration Record has been successfully saved.

1. 

Select the Financial Management menu item from the Internal SUITS application.

The Financial Management Dashboard opens.

2. 

Select the GL Account Configuration menu option.

This will display the Journal Voucher Transaction Lookup screen.

3. 

Enter the search criteria and click Search, if updating an existing GL Configuration.

Proceed to step #6 if creating a new GL Configuration.

4. 

Open the existing configuration by clicking the desired GL Configuration ID in the Search Results Panel.

The GL Configuration record (GL Configuration ID: 58) for Account Number 4910 opens.

5. 

Make the necessary updates to the existing record and click the Save button.

SUITS will display a confirmation of the change at the top of the screen.

6. 

Click the New button on the GL Account Configuration Lookup Screen.

A blank GL Configuration record opens.

In the event a new record is being created, follow this step and remaining.

7. 

Enter the required data.

User may choose to also enter an Effective End Date for the configuration.

8. 

Click the Save button.

SUITS will display a confirmation of the change at the top of the screen. The system will also generate a new GL Account ID.