Structure, instance, deployment

Create the structure — name, description, delimiter. Add each segment with its sequence, prompt, short prompt, display width and value set. Assign the segment labels, pausing on each one, because this is where the previous concept lesson turns into configuration. Save, create the structure instance with its dynamic combination creation setting, and deploy the flexfield. Then prove it worked: navigate to a page that uses the account and watch the segments render. Segment sequence determines display order, and changing it after go-live confuses everybody who has memorised the code. Display width and actual length are different things — one is a UI concern, the other is data. Dynamic combination creation is on for most clients and off when they want strict control over which combinations may exist, which carries a real maintenance burden. And the deploy step is asynchronous: wait for it, do not skip ahead. The lesson ends with…

In this module: Module 4 · Chart of Accounts and Ledger Design

1. 1What we're building
2. 2The decision you can't undo
3. 3Anatomy of a chart of accounts
4. 4Segment labels and qualifiers
5. 5Running the design workshop
6. 6Sizing segments: the arithmetic
7. 7Building value sets
8. 8Structure, instance, deployment
9. 9Loading account values
10. 10Account hierarchies and why reporting needs them
11. 11Building and publishing a hierarchy
12. 12Accounting calendars
13. 13Currency and conversion rate types
14. 14Primary, secondary, reporting: the decision tree
15. 15Building the primary ledger
16. 16Ledger options and completing the definition
17. 17Cross-validation and segment value security
18. 18What breaks
19. 19Lab briefing: Meridian Trading