Set Up Posting Criteria and Accounts

Use the Posting Criteria Maintenance (XPC) program to set up posting criteria and accounts that programs use to post to the General Ledger and test where sample transactions post. See Background, Example, and Road Map for more information.

The program displays a listing of posting names and descriptions.

Select the posting name for which you want to set up accounts and click Select. For more information on posting names, see Background.

The program displays these fields:

Field Name	Displays
Prgm name	The name of a program that uses the account and criteria for this posting
Title	The program description
GL org	The default organization code for this posting name and program
GL acct no	The default account number for this posting name and program
Account description	The GL account description

Select the program for which you want to set up accounts and/or posting criteria and click Select.
Enter or change data in these fields:

Field Name	Type / Max Length	Action / Description
Default GL org	Optional 2 alphanumeric	Select the organization for the account that you want to be the default or leave blank if you are entering posting criteria and no default.
Default acct no	Optional 10 alphanumeric	Enter the default account or click the Lookup icon and use the standard lookup options to select the account from a list. The system uses this account as the posting account if you do not set up one or more accounts for posting criteria. The system also uses this account as a default clearing account when a specific posting criterion is not met. For more information on default accounts, see Background.
Posting criteria: Consolidation code Organization Branch Department Inventory account code Product class Tax authority Currency exchange Adjustment code Sales rep Surcharge code Payment method Memo reason code	Optional 1 numeric	Enter a number in a field to rank that criteria for the selected program or leave blank if you do not want to use this criterion. Enter 1 for the most important criterion, 2 for the next most important, and so on. You must enter posting criteria if you plan to use specific posting accounts. For more information on posting criteria, see Background. Note Consolidation code and organization are mutually exclusive; no posting name can use both. Organization is more explicit than consolidation.

Click Accounts to enter specific posting accounts. Current detail is listed.
Click Add to enter a new record or highlight a line and click Select to maintain it.

Enter or select data in the posting criteria fields you selected. You do not need to enter data in every field that the program displays, but do not leave a middle hierarchy field blank.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
GL org code	Required 2 alphanumeric	Select the GL organization code. Transactions that match the posting criteria fields are posted to this organization.
GL account no	Required 10 alphanumeric	Enter the GL account number or click the Lookup icon and use the standard lookup options to select the account from a list. Transactions that match the posting criteria fields are posted to this account.

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the field and make changes. Click Apply to accept changes or Cancel to exit without making changes.
Go to a related program	Click Jump. See Jump.
Accept the data	Click OK. The program displays the posting criteria fields again. Enter data for another criterion or leave blank to exit.

Choose the appropriate options when you click OK:

To	Do This
Add posting accounts	Click Add.
Delete the selected posting accounts	Click Delete. See Delete.
Copy the selected posting account	Click Copy. See Copy.
Display the selected posting account	Click Select.
Test sample transactions	Click Test. See Test Postings.
Exit posting accounts for this program	Click OK.

Choose the appropriate options when you click OK:

To	Do This
Change a field	Move the cursor to the field and make changes. Click Apply to accept changes or Cancel to exit without making changes.
Enter or change posting accounts	Click Accounts.
Accept the data and return to the previous screen	Click OK.
Exit and return to the menu	Click Quit.