Enter Posting Control Information

Explanation

Use this activity to specify the accounts and other code parts used when automatically posting events created in various IFS Applications components. This task is required and must be performed by a system administrator or the equivalent.

You can change the default posting types, control types, and allowed combination control types before putting the system online. 

For further information about posting control, refer Posting Control under Topics in IFS Applications.

Prerequisites

This activity has the following prerequisites:

• The code string must be defined.
• The accounts and the code part values must be entered.
• The control type values, such as the supplier groups or tax codes, must be entered.
• User-defined combination control type must be defined for the posting type.

System Effects

As a result of this activity:

• Transactions are created according to the posting control information in the various components in IFS Applications.
• If you defined combination control types, posting can be defined based on combinations of two existing control types.
• Another control type level can be defined for posting rules if the Posting Control Details Specification or the Posting Control Combination Details Specification is used.

Window

Posting Control

Related Window Descriptions

Posting Control
Posting Control Details
Posting Control Combination Details
Posting Control Details Specification
Posting Control Combination Details Specification
Posting Control Navigator

Procedure

1. Query for the posting type for the installed component.
2. To add a new posting type, create a new record.
3. In the Posting Type field, select the posting type from the List of Values. 
4. In the Code Part Name field, select the code part to which the posting control applies. Use the List of Values.
5. In the Control Type field, select a control type associated with the posting type using the List of Values. 
6. If required, use the List of Values to define a code part value in Default Value No Details field. 
7. If required, use the List of Values to define a code part value in Default Value No Control Type Values field. 
8. To define control type values for the posting type, select a row in which a system-defined control type is used, and then right click to select Details. The Posting Control Details window appears. Specify the code part value to be posted for each value of the control type, and then save your changes.
9. To define posting types for combination control types, right-click a row in which a user-defined control type is used, and then click Details. The Posting Control Combination Details window opens. Specify values for the two combined control types, and then save your changes.
10. Save your changes.

To define the Posting Control Details Specification:

1. Query for the posting line for which you want to assign the details specification.
2. Select the row, right-click and then click Details. The Posting Control Details window opens. Specify the control type value without defining the code part value. Use the List of Values to enter the specification control type.
3. If required, use the List of Values to define an account in the Specification Default Value No Details field.
4. If required, use the List of Values to define an account in the Specification Default Value No Control Type Values field.
5. Save the information.
6. Select the row, right-click and then click Details Specification. The Posting Control Details Specification window opens.
7. Specify the code part value to be posted for each value of the control type.
8. Save the information.

To define the Posting Control Combination Details Specification:

1. Query for the posting line for which you want to assign the details specification.
2. Select the row, right-click and then click Details. The Posting Control Details window opens. Specify the control type value without defining the code part value. Use the List of Values to enter the specification control type. The control type must be a combination control type. 
3. If required, use the List of Values to define an account in the Specification Default Value No Details field.
4. If required, use the List of Values to define an account for Specification Default Value No Control Type Values field.
5. Save the information.
6. Select the row, right-click and then click Details Specification. The Posting Control Combination Details Specification window opens.
7. Specify the code part value to be posted for each value of the combination control types.
8. Save the information.

Note: The above mentioned procedures can also be performed in the Posting Control Navigator window.