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How to: Allow users to populate a segment of the PO charge account — Cloud Customer Connect
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How to: Allow users to populate a segment of the PO charge account

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edited Sep 1, 2022 12:50AM in Purchasing 4 comments

Summary

How to allows users to populate a segment of the PO charge account

Content

Business case

You want users to be able to provide values for one or more segments of the chart of accounts, while allowing the application to derive the remaining segments using TAB (Transaction Account Builder.),

Solution

You can enable a DFF to capture the segment values entered by the user, and then configure Transaction Account Builder to override the respective COA segments with the DFF attribute values.

Example

Assume your COA has a segment called 'Department" and you want your PO users to be able to provide the value for this segment, while allowing TAB to derive the remaining COA segments.  The following steps outline the required setup:

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