Setup Departments Tab

Make the following menu selections to display this tab:

eFinancials—Setup—GL Setup—Departments

Use this tab to manage departments. Refer to Departments Concepts and Processes for more information.

Fields

ClosedFields

The following fields and buttons appear on the tab that displays when you select the menu option.

Header

Selected EntityCompany

Select an entitya company from the drop-down list. The departments associated with that entitycompany display in the grid below.

Add Department Button

Use this button to add a department.

Find [Column Title]

This field defaults to Department ID; however, if you click the Description column title, the field label changes to Find Description. You can then search for entries based on the department description.

Enter the first few letters or numbers to search for (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Go Button

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Grid

Department ID

The department identification that appears on lists and in reports. Click this column title to sort the list and change the Find field. Click an identification link to display the department tab.

Description

The description of the department that appears on lists and in reports. Click this column title to sort the list and change the Find field.

Delete

Use the Delete button to delete a department.

Procedures

ClosedAdd Department

  1. At Selected EntityCompany, select an entitycompany from the drop-down list. The departments associated with that entitycompany display in the grid below.
  2. Select the Add Department button. The departments tab displays.
  3. At Department ID *, enter a department identification.
  4. At Department Description *, enter a description of the department.
  5. Select the Save button. The setup tab displays again.
  6. To continue, select another option from the menu.

ClosedEdit Department

  1. At Selected EntityCompany, select an entitycompany from the drop-down list. The departments associated with that entitycompany display in the grid below.
  2. Use the Find field and Find Button to locate the department you want to edit.
  3. Select the ID link in the Department ID column. The departments tab displays.
  4. At Department ID *, edit the department identification.
  5. At Department Description *, edit the description of the department.
  6. Select the Save button. The setup tab displays again.
  7. To continue, select another option from the menu.

ClosedDelete Department

  1. At Selected EntityCompany, select an entitycompany from the drop-down list. The departments associated with that entitycompany display in the grid below.
  2. Use the Find field and Find Button to locate the department you want to delete.
  3. Select the Delete button in the Delete column. The departments tab displays.
  4. Select the Confirm Delete button. The setup tab displays again.
  5. To continue, select another option from the menu.

See Also

Cancel Button

Setup Introduction