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Hi, and thanks for
watching! In this video we’re going to discuss the DEFINE SEGMENT MAPPING feature in general Ledger setup.
So let’s start on the General Ledger Setup page from Financials. And I’m going to select Define Segment mappings.
This page displays each of the account segments you have defined in the system, excluding account code segments.
In the grid, you can see where the segment appears in the account structure, segment length, how it is calculated, and the separator.
And this is also where you can map the segment values to use when generating GL distributions on transactions.
Let’s do that now.
When you select a segment on the Segment Mappings page , a grid displays all the segment values for that particular record type.
A segment value is the value used in the account structure for a particular segment.
By mapping segment values, you specify how the segment value is used when generating GL distributions on transactions.
For example, if you select the segment that includes Designation, each designation you have defined in the system appears in the grid.
You can then specify which designation values to use with your accounts.
So let’s select Total Contributions, and then Edit on the action bar. You get the Edit mapping screen.
It shows the name of the segment I selected, And in the segment value field, I’m going to select a value.
Now, the options in this field are based on the values you have entered in that position in the GL accounts section when creating accounts.
I’m going to select and then Save. So now I have mapped that segment.
And we do recommend you map all your segments to avoid the potential of getting error messages when creating transactions.
Notice the Edit and Edit all buttons on the action bar. When you want to edit a segment value, you can select Edit.
And if you want to edit all available segments for the chosen segment record, click Edit all.
When you do this, The Edit Account Segment Mapping screen appears. From here, you can edit segment values for multiple account
segments at the same time. So this can be a real time saver.
When you’re done, click Save. You return to the Map Segment page.
While we are here, let’s also talk about this NOT USED option.
This is really important. When a field does not appear on the transaction you are mapping, “NOT USED”
becomes the default segment value. For example, if you add a miscellaneous payment and base your GL mapping on account code,
and one of your segments is designation, the NOT USED value would be the default,
because designation does not appear on a miscellaneous payment record.
Another way to look at it would be….the NOT USED option represents the segment value to
use for this segment when no record is involved in the transaction.
And one last reminder, we recommend you define mappings for all the transactions types you use, and all the segment values.
This not only helps you to determine the appropriate mapping, but also helps you avoid situations
where you are unable to save transactions.
This completes our tour of defining transaction mappings. Thanks for watching.