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

From Catalyst
Jump to: navigation, search
(Bulk update)
 
(8 intermediate revisions by 3 users not shown)
Line 6: Line 6:
 
{{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.}}
 
{{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.}}
  
−
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.
+
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 ==
−
Go to {{Menu|Systems\Accounts|{{NL}}|Maintenance Options|Centre Maintenance|Group Amendments}}.
+
Go to {{PlatinumModuleSettings|{{NL}}|Add or Edit Nominal Groups}}.
−
* Enter a code for the required group and press {{KeyPress|Enter}}. For example, if you want to group your administration overheads, enter {{DataValue|AD}} as your group code.
+
* Choose {{Button|Add}}.
−
* Enter a description for the group. The description is limited in length, so you may have to abbreviate this, so for the code above you would enter a description of {{DataValue|Admin Costs}}.  
+
* Enter a code for the required group and press {{KeyPress|ENTER}}.
−
*Press {{Button|Esc}} and {{Button|Accept}} to save the created group.
+
* Enter a description for the group. The description is limited in length, so you may have to abbreviate this.
 +
 
 +
{{Example|text=To group your administration overheads, enter {{DataValue|AD}} as your group code with a Description of Admin Costs.}}
 +
 
 +
* Click {{Button|Done}} and {{Button|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 {{PlatinumModuleSettings|{{NL}}|Add or Edit Nominal Division}}.
 +
* Select ''1'', ''2'', ''3'' or ''4''.
 +
* Choose {{Button|Add}}.
 +
* Enter a single character.
 +
* Enter a {{DataPrompt|Description}} for the division.
 +
* click {{Button|Done}} and {{Button|Accept}} to save the new code.
  
 
== See also ==
 
== See also ==
−
* [[What is a Nominal Code?]]
+
* [[What is a nominal code?]]
−
* [[How do I Apply a Nominal Group to a Nominal Centre?]]
+
* [[How do I apply a nominal group to a nominal centre?]]
−
* [[How do I Print a List of Nominal Centres?]]
+
 
 +
{{KB_Tags|nominal, group, create, division code}}
 +
{{How}}{{KB_NL}}{{ZN_Accounts}}
  
−
{{KB_Tags|Nominal, group, create}} 
 
−
{{KB_NL}} {{ZN_Accounts}}
 
 
{{KB_Ref|GR53}}
 
{{KB_Ref|GR53}}

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
nominal, group, create, division code
Tags

GR53

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_create_a_nominal_group%3F&oldid=39782"