Lab - Set up an account structure

Read this first - before you start the lab!

Important

For this lab, you CAN'T sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

Ensure that you're signed in to Microsoft Learn.
Select Launch VM mode or Sign in to launch VM mode in this unit.
In the Resources tab on the lab side bar, select the T icon next to Password in the Finance and Operations box, to have the administrator password for the Virtual Machine (VM) entered for you.
Select Enter.
Select No in the Networks page.
Microsoft Edge opens. Wait for it to navigate to the Sign in page for finance and operations. If you experience an issue with the Sign in page loading, try to restart the browser in the VM.
On the Microsoft Sign in page in finance and operations, place your mouse cursor into the Username field.
On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.
Your mouse cursor is now in the Password page.
On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.
In the Save password window, select Never.
Select Accept in the Permissions requested page.
To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

In this lab, use the USMF company account in the Contoso demo data set to set up an account structure as follows.

Go to General ledger > Chart of accounts > Structures > Configure account structures.
Select New.
In the Account structure field, enter USMF Expenses.
In the Description field, enter USMF Expenses.
Set the Add main account toggle to Yes.
Select Create.
In the Allowed value details section, fill in the following values:
- Where - MainAccount
- Operator - is between and includes
- Value - 600000
- through 699999
Select Apply. Note how the Segments and allowed values FastTab populates with the proper syntax.
In the Segments and allowed values FastTab, select Add segment.
Select Department in the Add segment window, and then select Add segment.
Repeat the process for Cost center and Customer.
With your cursor on the Department column, enter 031..034.
Enter 007..018 in the Cost center column.
With your cursor in the Customer column, in the Allowed value details, select the Blank values are allowed checkbox.
In the upper part of the page, select Validate.
When the system shows the OK message, select Activate. On the dialog, select Activate again.
The Status shows as Activating. The process takes a couple of minutes. If you keep selecting Refresh, the status soon changes to Active.

Select Done in the Instructions pane in the lab side bar.
In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.