Sage 300- CWELCC vs. Non-CWELCC segregation

Question

Any advice on using Sage 300 (or an App) to segregate & report on CWELCC vs. Non-CWELCC revenues and costs?

Dean Medeiros · Answer

Add a GL segment to tracking "funding source" and add segment values for CWELCC and non-CWELCC (parents). Expand your existing GL revenue and expense accounts to incorporate the new segment and segment values. 
 Then, configure the rest of the system (AR Items, AP distribution codes, payroll cost center overrides, etc.) to distribute transactions to GL accounts with the new segment codes. 
 Some expenses might not be directly attributable to CWELCC/non-CWELCC (i.e. shared) and could be booked to shared accounts to be re-distributed at month-end on a percentage basis using the GL auto allocation function.

Sage 300

Sage 300- CWELCC vs. Non-CWELCC segregation

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