Setting Up Line Items and Sub-Line Items

Before you create your line item and sub-line item records, verify that you have correctly defined the line item and sub-line item segment of your account numbers. See "Planning Account Segmentation" and See "Maintaining Account Segments".

1. Click SETUP on the Main Menu screen and then click LINE ITEMS on the Maintain Ledger Settings screen that appears. The Browse Line Items screen opens with all active line items displayed in a table.
2. Click on the toolbar. The Add Line Item Wizard is initiated.
3. Enter the line item code and description.

Note: The line item code is your agency’s code to identify this line item. It will appear as the line item segment of any account number to which you assign it. It must be unique and must meet the criteria (the exact number of characters and whether letters and/or numbers are allowed) set by your agency for the line item segment of your account numbers. See "Planning Account Segmentation"

4. Click START to continue.
5. Review and confirm the line item information you have set up and click FINISH to apply your changes and add the line item. The Maintain Line Items screen appears with the Line Items tab selected.
6. If you want to add a sub-line item(s), select the Sub-Line Item tab and click . The Add Sub-Line Item Wizard is initiated.
7. Enter the sub line item code and description.

Note: The sub-line item code is your agency’s code to identify this sub-line item. It will appear as the sub-line item segment of any account number to which you assign it. It must be unique and must meet the criteria (the exact number of characters and whether letters and/or numbers are allowed) set by your agency for the sub-line item segment of your account numbers.

8. Click START to continue.
9. Review and confirm the sub-line item information you have set up and click FINISH to apply your changes and add the sub-line item to the line item. The Maintain Line Items screen appears again.

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