add in subaccount segment key

Erin,

Here’s a link to the help article for what is/isn’t allowed with changes to the subaccounts.  https://help-2020r2.acumatica.com/(W(18))/Help?ScreenId=ShowWiki&pageid=fc2aec96-ea0d-47cf-86f0-ab57113c1d77

If you add a new segment at the end of your subaccounts, your existing subaccounts will have a 3rd segment added which will be blank (i.e. “xxx-xxxx-____”).  When we added a 3rd segment to our subaccounts a few years ago, I went to our Subaccounts form (as we have a set list of allowable combinations) and just updated the 3rd segment on the old combinations and added some new combinations.  Any transactions with the old combination will be updated to the new combination (Same as if you change the number of an account on the chart of accounts).

Because the historical transactions are already posted, if they need to be split between different 3rd segments, this would need to be done by journal entries or reclassifications.

If you have any data source filters for subaccounts on your ARM (Financial Statement) reports, these filters will likely need to be updated to include new subaccount combinations.