Page 33 - Administering the System Participant Guide (SDL)

Tour Highlights

• Review the fields and available selections in the “Direct Posting Group”

Account Organization Account Account
Category Source Source Type Account Source(s)
•System •PO Line: Org •Fixed: specified •Includes Active •Controls where
Default: specified in Account will and Inactive GL the account
Includes all expense line always be Accounts defaulting
available item or retrieved except those process will
Account timesheet cell •Variable: associated with look for account
Categories •Legal Entity: Account will be Expense Types information
•Custom: Default GL retrieved based •Reads from
Includes Posting Org on selected right to left
Project-related •Project: Project Account (Fixed Asset
Account Owning Org Source(s) Class to Legal
Categories only •Person: Person Entity) until it
Org of the reaches a
Person check mark and
associated with an Account in
transaction the appropriate
•None: Org place
Source will not
be determined
by posting
group

Modifying Posting Groups
An Administrator may need to edit the default posting group to correct an error
encountered during a posting process. If your system is using Billing but not Financials,
the Account Categories will be limited to Unbilled, Billed, Deferred Revenue,
Recognized Revenue, and Tax.

Unanet recommends contacting Support for guidance in creating a custom
posting group.

Lesson 6: Managing Posting Groups ©2021 Unanet. All rights reserved.
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