Synergetic Financial Configuration - Business Units

Use the Categories sub-tab of the Business Units tab to override certain General ledger account settings for an item category.

For example, if a business unit at your organisation sells both uniforms and stationery, you can override the general ledger control accounts in order to generate separate profit and loss statements for the two categories.

To open the Categories sub-tab:

Select Module > System > Finance Configuration Maintenance from the main menu.
The General tab of the Synergetic Financial Configuration window is displayed.
Click the Business Units tab.
The Business Units tab of the Synergetic Financial Configuration window is displayed.

Tip: You can also open the Business Units tab by selecting System > Business Unit Maintenance from the main menu.
Click the Categories sub-tab.
The Categories sub-tab of the Synergetic Financial Configuration window is displayed.

Synergetic Financial Configuration - Business Units - Categories sub-tab key fields


Field	Description
Item Category	Item category that the override settings should be used for. Note: Item categories are defined in the luItemCategory finance lookup table and are set on the Item tab of Item Maintenance. See luItemCategory lookup table.
Override GL Account - Sale Control	Code for the general ledger control account that sales for this item category are charged to for G/L department or staff sales.

Field

Description

Item Category

Item category that the override settings should be used for.

Note: Item categories are defined in the luItemCategory finance lookup table and are set on the Item tab of Item Maintenance. See luItemCategory lookup table.

Override GL Account - Sale Control

Code for the general ledger control account that sales for this item category are charged to for G/L department or staff sales.