G/L Types

G/L Types

G/L Types are linked to actual G/L Codes in Product Setup. The G/L Type is an end-user-friendly way to look at a G/L allocation for a given Order/Campaign. Using the examples below, Instead of seeing a long string of numbers on a campaign, the user will see that revenue was going to the "Print Classified" G/L for this product, or that it went to Web Sponsorship revenue, etc.

Navigate to the menu Setup -> Advertising Setup -> G/L Types

To add a new G/L Type, enter an ID and Description and click the + sign. Click Save.

G/L Types Import

Navigate to the menu Setup -> Advertising Setup -> G/L Types Import. The import screen displays. Click the “Download Template” button.

An excel sheet displays where you can fill in the data according to the template below. Save the template on your desktop and click the “Select” button to browse and upload the template.

Click the button “Test Import File” which will alert you to any errors in the template. If you have any, click the x remove button to remove the uploaded template from the screen. Correct the errors in the excel template on your desktop and save it.

Repeat the select and upload and test steps till the system provides you the confirmation message.

Click the “Import File” button to import the section to the product. Click OK to the warning message. The system then confirms that the import was completed successfully. Click OK.

Navigate to the menu Setup -> Advertising Setup -> G/L Types. The imported type(s) display with ID and description in alphabetical order. These types are ready to be used in the advertising system.

Template

These are the fields in the excel template with a sample of data entry and conditions on their data.

Field Name	Sample	Conditions	Mandatory/ Optional
G/L Type ID	DISP	Alphanumeric ID you choose to enter.	Mandatory
G/L Type Description	Print Display	Alphanumeric description of the type.	Mandatory