Segment IDs - IAConnect - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

IAConnect

Platform
OnBase
Product
IAConnect
Release
Foundation 23.1
License

Segment IDs affect the look-up feature for projects and limits the levels of the projects that the user may see. The basic validation in GL Coding is to allow the user to view all projects that are active and allow charging. However further limitations may be placed on the look up by the selection of levels.

Project set up has a similar structure in which each project segment may have a different meaning. This setting allows the limitation of which level of the project the user is allowed to use as there may be multiple levels that allow charging but the user may be limited to only the lowest level.

20050.00.01.90 is an example of a project string with four segments.

  • Segment 1 = customer or Contract

  • Segment 2 = WBS

  • Segment 3 = CLIN

  • Segment 4 = Task (typically the charge level)

Select a segment ID from the list on the left and click Add Segment ID to enable it. Select segment ID from the list on the right and click Remove Segment ID to disable it.