Define PR5A Default Posting Control

Explanation

This activity is used to to define default accounting rules for pre-posting and booking for positions across the company. These rules are effective if other accounting rules which are specific to positions are not defined in the system. This accounting information is utilized in the payroll booking process for creating individual finance transactions. Note that the accounting rules apply to all positions in the company if any position does not have specific rules defined.

Prerequisites

There are no prerequisites.

System Effects

There are no system effects.

Window

Posting Control
Default Posting Control Type Details

Related Window Descriptions

Posting Control
Default Posting Control Type Details

Procedure

  1. Open the Posting Control window and go to the PR5A tab.
  2. Search or populate to find a position in the company for which you want to define accounting rules for default posting.
  3. Go to the Def tab and create a new record in order to start defining a type of posting.
  4. In the Code Part field, specify an element of the accounting code which you want to define. You can use the list of values.
  5. Specify a period of validity for the code in the Valid From and Valid To fields.
  6. In the Code Part Value field, specify a value for the code. You can also use the list of values.
  7. Enter an id of the activity for which the posting is done in the Project Activity Id field.
  8. If the selected code part needs a percentage division, right-click and click the Percent Value option in order to open the Default Posting Control Type Details window where you can enter a percentage for particular code values.
  9. Save the information.