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The GLA Format is set up when PCR-360 is brought online in the Configuration Options . To switch between Formats PCR-360 provides the 'Select GLA Format' button'.
Clicking this button will bring up the 'GLA Selection' Form.
Simply double click on a GLA Format name to select it. The User can confirm they are looking at the Format that they want by checking the Path at the top of the Grid. In the following example the User is viewing the ADMIN GLA format.
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To build a component-based billing structure, the user User must first add the components themselves to the 'GLA Components' grid (see Figure below). When building a new GLA the Components will be automatically added if they do not exist, but Component descriptions can only be added via this method.
- Navigate to
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- Admin > System Tables > GLA Components.
- Click the 'Add' button located on the Grid Toolbar above the GLA Components grid.
- This launches the
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- 'Add New General Ledger Account Component' form.
- Users must first select a 'Component Type' from a list of available types. This particular organization defined five component types, ranging from 'Fund' to 'Department'. The user organization can define an unlimited number of component types and their associated names.
- The 'Code' data field compels users to enter a code that can be used to easily and consistently identify the new Component.
- Keep in mind that both 'Component Type' and 'Code' are required fields. Entering a 'Description' is useful to describe similar GLA Components.
- Users can also set the new Component status as 'Active' or 'Inactive' by clicking on either term.
- Once all required fields have been defined, click the 'Save New'
button at the bottom of the Component Type data entry form. The new Component GLA will appear in the GLA Components grid.
Editing GLA Components
Navigate to the GLA Components grid by clicking the 'Admin' tab and opening the System Tables folder clicking on the node labeled 'GLA Components'.
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Users can manage new and existing GLAs by manipulating the GLA Components grid. Because this grid lists every separate GLA available for use, users are best served organizing the GLA data by column. For an in-depth discussion of how to organize data in a grid, see the Getting Started: Critical Interfaces section entitled 'The Grid '.