How Do I Add a New Department Group?

This lesson will teach you how to add a new department group.

Setup Menu

Setup Menu

From the main menu, click on the "Setup" button.

Department Setup

Department Setup

From the setup menu, click on the "Dept Setup" button.

Add Department Group

Add Department Group

To add a new department group, click on the "Add" button located at the bottom of the Department Codes Screen.

Select Add Type

Select Add Type

From the Select Add Type screen, click on the Add Dept Group option. Then click the "OK" button.

Add New Group

Add New Group

From the Add New Group screen, type in 2 digit number used to identify the department. There can be up to 99 groups. Make sure the new group number does not already exist. Then click the "OK" button.

Enter Department Group Fields

Enter Department Group Fields

Your new department group shows up in the department lookup screen and is highlighted grey. Click in each field for the newly created department group and type in a description, group, HILO, Cost Margin, Tax, Flag, GL Account, Inv. Account, Exp. Account for the new department group. The group number should match the group in department group number.

For additional information on department fields, please see What Are Department Fields?

Apply Entry

Apply Entry

Once all fields have been entered, click the "Apply" button.