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Unable to create a sub account due

  • Feb 24, 2024 8:26 PM UTC
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Hi,

Can anyone guide me on resolving the issue?

 

 

Best answer by Laura03

Hello, it looks like your Subaccount consists of 4 segments; one segment represents “Sales class”. 
 

We can’t just enter any letters we want in the sales class segment because sales class segment is being validated against a specific list of possible sales classes. 


Next step is to go to Configuration , Segmented Keys screen and select Subaccount to the screen.  Which segment # represents Sales Class?

Then go to Segment Values screen and select Subaccount to the screen.  Choose the Sales Class Segment Id (1, 2, 3, or 4) and you will see all the choices that are allowed for sales class.

Then return to Finance, Subaccounts and set up your new Subaccount using a correct value in the Sales Class segment.

Example showing possible values for Product Group segment of a subaccount:

Laura

 

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Laura03
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  • Captain II
  • Answer
  • Feb 25, 2024 12:24 AM UTC

Hello, it looks like your Subaccount consists of 4 segments; one segment represents “Sales class”. 
 

We can’t just enter any letters we want in the sales class segment because sales class segment is being validated against a specific list of possible sales classes. 


Next step is to go to Configuration , Segmented Keys screen and select Subaccount to the screen.  Which segment # represents Sales Class?

Then go to Segment Values screen and select Subaccount to the screen.  Choose the Sales Class Segment Id (1, 2, 3, or 4) and you will see all the choices that are allowed for sales class.

Then return to Finance, Subaccounts and set up your new Subaccount using a correct value in the Sales Class segment.

Example showing possible values for Product Group segment of a subaccount:

Laura

 

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  • Author
  • Freshman I
  • Feb 26, 2024 12:17 AM UTC

Big help, thanks. Got it working

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