Difference between revisions of "How do I create a nominal group?"

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(Created page with "{{Review}} == Summary == There may be instances where you will need to group certain nominal codes together to allow several nominal codes to be totaled e.g for composite report...")
 
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{{Review}}
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== Summary ==
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You can group {{NL}} codes together to allow several nominal codes to be totalled.
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{{Example|text=Nominal Codes may need to be grouped together for composite reporting.}}
  
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== Summary ==
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{{Example|text=Sub-Totals can be obtained for groups of Nominal Codes e.g to obtain a subtotal for Land & Buildings Codes within the Fixed Asset Total on the Balance Sheet.}}
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There may be instances where you will need to group certain nominal codes together to allow several nominal codes to be totaled e.g for composite reporting.  
 
  
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This is a 2 part process and this article explains the first step - creating the code for the nominal group. See [[How Do I Apply a Nominal Group to A Nominal Centre?|Here]] for [[How Do I Apply a Nominal Group to A Nominal Centre?|Step 2]]
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This is a two stage process and this article explains the first step - creating the code for the {{NL}} group. See [[How do I apply a nominal group to a nominal centre?|here]] for Step 2 to assign a Group and/or Division Code to a Nominal Code.
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|Systems\Accounts|Nominal Ledger|Maintenance Options|Centre Maintenance|Group Amendments}}.
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Go to {{PlatinumModuleSettings|{{NL}}|Add or Edit Nominal Groups}}.
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*Here enter a code for the required group and Press enter.
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* Choose {{Button|Add}}.
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{{Example|title=E.G.|text='''PT''' for '''Parts'''}}  
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* Enter a code for the required group and press {{KeyPress|ENTER}}.
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*Then enter a description for the group
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* Enter a description for the group. The description is limited in length, so you may have to abbreviate this.
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{{Example|title=E.G.|text='''Parts'''}}  
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*Press {{Button|Esc}} and {{Button|Accept}} to save the created group.
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{{Example|text=To group your administration overheads, enter {{DataValue|AD}} as your group code with a Description of Admin Costs.}}
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* Click {{Button|Done}} and {{Button|Accept}} to save the created group.
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=== Division Codes ===
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You may also create Division codes which also allow you to group similar codes together e.g. to indicate all overhead costs for one site.
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Go to {{PlatinumModuleSettings|{{NL}}|Add or Edit Nominal Division}}.
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* Select ''1'', ''2'', ''3'' or ''4''.
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* Choose {{Button|Add}}.
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* Enter a single character.
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* Enter a {{DataPrompt|Description}} for the division.
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* click {{Button|Done}} and {{Button|Accept}} to save the new code.
  
 
== See also ==
 
== See also ==
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* [[How do I Apply a Nominal Group to a Nominal Centre?]]
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* [[What is a nominal code?]]
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* [[Suzuki Composite Information]]
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* [[How do I apply a nominal group to a nominal centre?]]
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{{KB_Tags|nominal, group, create, division code}}
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{{How}}{{KB_NL}}{{ZN_Accounts}}
  
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{{KB_Tags|Nominal, group, create}} 
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{{KB_Ref|GR53}}
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{{KB_NL}} {{ZN_Accounts}}
 

Latest revision as of 05:33, 19 June 2019

Summary

You can group Nominal Ledger codes together to allow several nominal codes to be totalled.

Nominal Codes may need to be grouped together for composite reporting.
Sub-Totals can be obtained for groups of Nominal Codes e.g to obtain a subtotal for Land & Buildings Codes within the Fixed Asset Total on the Balance Sheet.

This is a two stage process and this article explains the first step - creating the code for the Nominal Ledger group. See here for Step 2 to assign a Group and/or Division Code to a Nominal Code.

More Information

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Nominal Ledger Add or Edit Nominal Groups".

  • Choose [Add].
  • Enter a code for the required group and press <Enter>.
  • Enter a description for the group. The description is limited in length, so you may have to abbreviate this.
To group your administration overheads, enter 'AD' as your group code with a Description of Admin Costs.
  • Click [Done] and [Accept] to save the created group.

Division Codes

You may also create Division codes which also allow you to group similar codes together e.g. to indicate all overhead costs for one site.

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Nominal Ledger Add or Edit Nominal Division".

  • Select 1, 2, 3 or 4.
  • Choose [Add].
  • Enter a single character.
  • Enter a "Description" for the division.
  • click [Done] and [Accept] to save the new code.

See also


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Keywords AND Misspellings
nominal, group, create, division code
Tags

GR53

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