Name	Points
Greg Moeller	4184
David Williams	3349
Kat V	2984
Woozy	1973
Jimmy Chiu	1883
Kwane McNeal	1437
Ragu Raghavan	1377
Roger French	1315
mark.cook	1244
Chris Martin	825

How to Require Activity & Account Category

2 Replies

0 Subscribed to this topic

45 Subscribed to this forum

Sort:

Author

Messages

Gary

Basic Member

Posts: 7

5/2/2013 1:31 PM

AC07 lets you limit an Activity and/or Account Category to specific GL Company, Accounting Unit, etc. but it doesn't appear to stop a user from entering no Activity/Account Category at all. Any way to require the entry of Activity and Account Category?

Tags: AC07

mark.cook

Veteran Member

Posts: 444

New Poster

5/2/2013 1:57 PM

Gary,
You can set the require activity flag on either GL00 (Account) or the GL20 (AU) level. There are flags for both depending on how detailed you need to be in requiring the activity be keyed. If you set it on the GL00 (Account) screen then all AU associated will be required to add an Activity for that AU/ACCT combo. If you need only certain AU/Acct combos to require the activity you can set that then at the GL20 level.

Feel free to reach out if you have more questions.

Cindy

Advanced Member

Posts: 29

New Poster

Engaged Reader

Avid Reader

5/2/2013 2:21 PM

You may want to check GL20 to ensure that it is set to require activity. GL20 will override the settings on GL00 and we had an issue where one account was not requiring the activity since someone had changed the flag to No on require activity (GL20.3).