Setting an encoding matrix
With a coding matrix, you can determine the available options for a specific field for each general ledger account. You can set up a coding matrix when adding a new general ledger account, or you can set it up later. To do this, navigate to Application Management / General / General Ledger, and in the general ledger account overview, click on the three dots at the end of a row and choose 'Set Coding Matrix'.
Settings per Administration
You can configure per administration which fields should have limited options. If you choose "Disallow," the field will appear grayed out and no options will be available. With the option "Allow (all options)," the field can be optionally filled and the user can choose from all available options. The option "Allow (limited options)" does the same, but the user has a restricted choice. This choice can be configured on the next page (Save and Continue). With "Required" (all options or limited options), the user must fill in the field. You can choose whether the user can select from all options or a limited set, which can be configured after clicking "Save and Continue."
Linking the Options
If you have chosen "limited options," on the next page, you can choose which options should appear in the list for the user. For example, you can choose which cost centers and/or projects the user can select from. You can also edit the set options later by clicking on the three dots on the general ledger account and selecting 'Link Specification'.
If "all options" are allowed, you can still set a default value for the field after "Save and Continue."
Copying to Other General Ledger Accounts
If the recently configured coding matrix applies to other general ledger accounts as well, you can easily copy it. To do this, click on the three dots at the end of a row in the general ledger account overview and choose the option 'Copy'. Then indicate which links for which fields you want to copy.
In some cases (depending on the financial package), the coding matrix can be imported through the web service. In all other cases, there is also an option to import it using CSV. Click here for more information on that.
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