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How to Require Activity & Account Category

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Gary
Basic Member
Posts: 7
Basic Member
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
    Veteran Member
    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.
      Tags: AC07
      Cindy
      Advanced Member
      Posts: 29
      Advanced Member
      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).
        Tags: AC07