Sub-Object Code Global Edit

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   For general information about accessing and working with global documents, see Global COA E-Docs. 

The Sub-Object Code Global Edit document is used to Edit or Inactivate multiple sub-object codes on a single document.

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Document Layout

Process Overview

Document Layout

The Sub-Object Code Global Edit document has two unique tabs: Edit Global Sub Object Code and Edit Sub-Object Codes. These tabs contain all of the modifiable sub-object code attributes.

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Edit Global Sub Object Code Tab

Edit Sub-Object Codes Tab

Edit Global Sub Object Code Tab

The Edit Global Sub Object Code tab works much the same as the Edit Sub Object Code tab of the Sub-Object Code document works. At least one of the three fields must be modified in order to submit the document. The Sub Object Code Global Edit document can both update and inactivate existing records.

   For more information about how to complete the Edit Global Sub Object Code tab, see Sub-Object Code.

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Edit Sub-Object Codes Tab

Edit Sub-Object Codes Tab

In the Edit Sub-Object Codes tab, specify the chart, account, object code, and sub-object code to modify. There are two ways to populate the sub-object code. One is by manually entering or selecting one sub-object code at a time, the other is by using a special multiple value lookup called the Look Up / Add Multiple Sub-Object Code Lines  to return multiple values.

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Process Overview

Process Overview

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Business Rules

Routing

Initiating a Sub-Object Code Global Edit document

Business Rules

The Sub Object Code Global Edit document is subject to the same business rules as the Sub-Object Code document. In addition, at least one change must be identified on the Edit Global Sub Object Code tab and one sub-object code must be selected on the Edit Sub-Object Codes tab. This document also limits the number of sub object codes allowed to be modified at one time. See Parameter “MAXIMUM_SUB_OBJECT_CODES” or view the Information message at the top of the document for the current limitation.

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Routing

Routing

The Sub Object Code Global Edit document routes to the Account Reviewer and Org Reviewer.

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Initiating a Sub Object Code Global Edit document

Initiating a Sub Object Code Global Edit document

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Using Look Up / Add Multiple Account and Object Code Lines

Adding One Account and Object Code at a Time

Using Look Up / Add Multiple Sub-Object Code Lines

1.     Complete the Edit Global Sub Object Code tab.

2.     To add multiple sub-object codes to the Edit Sub-Object Codes tab, click Look Up / Add Multiple Sub-Object Code Lines lookup .

3.     Enter the desired search criteria to search for the sub-object codes you want to include and click .

4.     After the result is returned, select check boxes to make your object code selection and click . The selected sub-object codes are returned to the Edit Sub-Object Codes tab.

5.     Click .

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Adding One Account and Object Code at a Time

Adding One Sub-Object Code at a Time

1.     Complete the Edit Global Sub-Object Code tab

2.     To add one sub-object code at a time, enter the values for Account, Object Code, and Sub-Object Code.

3.     Click  to add the sub-object code to the list. Validation will be performed to ensure the Sub-Object code exists.

4.     Repeat steps 2 through 3 until you have selected all of the object codes.

5.  Click .

   For information about field lookup and multiple value lookup, see Field Lookup and Multiple Value Lookup.