Ledger Group Master

1What is this master? #

• The master list of ledger account groups — the account tree behind Balance-Sheet / P&L grouping, ledger pickers and account numbering. Ledger accounts pick their group from here.
• One record is edited at a time; the page opens ready to add a new group.

2Step by step #

Suppose you need a group for local customers under the standard debtors tree.

1. Press Add (F3) and type Local Customers into Group Name .
2. Pick the Group Behavior — this is what makes ledgers under it act like customer accounts (billing fields, outstanding tracking). Behaviour comes from the fixed system list.
3. Pick Under Group — the parent in the chart of accounts, typically Sundry Debtors — and the Primary Category the tree reports under.
4. The numbering block ( Numbering Method , Start No , prefix/suffix) is optional: set it if accounts under this group should be auto-coded; skip it to code accounts by hand.
5. Press Save (F5) and confirm. Open the Ledger Account master and the new group is already in its Group Name list.

3Fields #

• Group Name * — required and must be unique across all groups; it also can't equal its own parent group's name.
• Primary Group — switch ON for a top-level group: the next field becomes Group Behavior (Asset, Liability, income/expense heads). OFF makes it Under Group (the parent). Toggling clears the current selection so you re-pick from the right list.
• Group Behavior / Under Group * — required; places the group in the tree (see "Why is a pick-list empty?").
• Primary Category * — required; the functional category (Suppliers, Customers, Work-Centres, …) transactions use to filter ledgers. Pick from the list or type a new value.
• Description — optional notes.
• Branch Sharing Compulsory — forces accounts of this group to declare branch sharing (ERP edition only; hidden in Professional, where the stored value is kept).
• Account numbering — how account numbers are generated for this group's ledgers. The detail fields (Start No, Prefix, Suffix, Prefill with Zeros → No. of Numerals, Include Custom Group Code → its Suffix) are enabled only for the System numbering method.

4Toolbar & keyboard #

• Find (F2) searches and loads an existing group; Add (F3) starts a new one; Modify (F4) edits the loaded one (all from View mode).
• Save (F5) and Cancel (Esc) each ask to confirm first — OK is focused, so Enter confirms.
• Delete asks to confirm, then removes the loaded group (see the integrity rules below for when it's refused).
• Enter moves field-to-field; the toolbar stays fixed while the form scrolls.

5Integrity rules (why a save / delete is refused) #

• Unique name — a second group with the same name is rejected.
• Protected heads — built-in system groups (e.g. Stock-in-Hand , Profit & Loss ) can't be renamed or deleted; the Delete button is disabled for built-ins.
• Parent-bound delete — a group can't be deleted while other groups sit under it (move or delete the children first).
• Parent must exist — a non-primary group's parent must be an already-saved group; a primary group's behaviour must be one of the seeded GroupType values. The parent can't be blank and can't be the group itself.
• Rename cascade — renaming a group automatically re-points its child groups to the new name; you can rename only one group per save.

6Why is a pick-list empty? (prerequisites) #

• Group Behavior (Primary = ON): lists the behaviour names from the configuration list GroupType (Asset, Liability, Direct/Indirect Income & Expenses, Revenue heads). These are seeded system values — if empty, the company database configuration is incomplete.
• Under Group (Primary = OFF): lists the already-saved ledger groups of this master — a parent must exist first. A group can't be its own parent. Missing the parent? Use the dropdown's ＋ Create new group footer to create it inline; it is then selected as the parent automatically.
• Primary Category: lists the configuration list LedgerGroupPrimeCategory (Suppliers, Customers, …). You may also type a new category directly.