Division Master Maintenance Page

Use the Division Master Maintenance page to store basic information about agency divisions (branches) and departments.

On Sagitta, divisions are individual corporate entities within the system. Each has its own Chart of Accounts. Multiple divisions can exist on a single system. Each division:

  • has its own bank accounts.

  • sends separate Accounts Current to insurance companies.

  • receives separate commission checks from insurance companies.

  • requires its own balance sheets and separate general ledgers.

  • pays its own expenses.

How to access this page

To access the Division Master Maintenance page:

  1. At the Sagitta Home Page, click Other > Maintenance.

  2. Select Accounting > Division Master.

Required fields - top section

Division Number - the code that identifies the agency division. This is a numeric-only field. Note You must have a Division 1.

Enter:

  • A single digit for divisions one through nine (do not use a leading zero)

  • Two digits for divisions ten through 99

  • Three digits for divisions 100 through 999

  • Four digits for divisions 1000 through 9999

Division Name - the name of the corporate entity this Division Number will represent.

Address #1 - the first line of the division's mailing address.

Zip=City+ST - the division's zip code. The city and state automatically pre-fill to this field.

GL Account Number Pattern - the account number pattern for general ledger accounts. The account number consists of: DIVISION.ACCT#.DEPT#

Examples:

For ten divisions or fewer, you could use the following format.

1N.5N.2N, where N represents the number. For example, 1.20100.12

For ten divisions or more, you could use the following format

2N.5N.2N, where N represents the number. For example, 10.20100.12

Division GL Suspense Acct# - the division's general ledger suspense account number. The field format is: N.99999.00, where N equals the division number. Each division must have its own Suspense Account number; however, Suspense Account numbers are not required for departments.

Optional fields - top section

Region - When adding a new Division, you can assign the Division to an existing Region using this field.

Address #2 - the second line of the division's mailing address.

Telephone #1 - the division's primary phone number.

Tel. #2 - a secondary phone number for the division, if applicable.

Fax - the agency fax number. Enter the number exactly as you want it to appear on the fax cover page. For example, if you do not want the number 1 or the area code to appear, do not enter them here.

pre-fill ACORD forms from department name & address? - Y - Yes or N - No option for including the department's name and address on ACORD forms. You may use the drop-down list to select one of the two valid options.

Required fields - Departments Data Grid

Dept - the agency department for each division. Enter a two- to five-digit code to identify agency departments for each division. You must always have Department 00, which is normally assigned to Administration. Note Check with your Implementation Coordinator if you want to change Department 00.

Sample Department Codes are:

  • 00 - Administration

  • 10 - Personal Lines

  • 20 - Commercial Lines

  • 30 - Life

  • 40 - Group

Department Name - the name of your department. Enter the department name exactly as you want it to appear on reports.

You can use department codes to identify different agency locations if you enter the location name and address in this field.

Optional fields - Departments Data Grid

Address 1 - the first line of the department's mailing address. Use this line if you need it to identify an agency location.

Address 2 - the second line of the department's mailing address. Use this line if you need it to identify an agency location.

Zip=City+ST: - the division's zip code. The city and state automatically pre-fill to this field.  

Telephone - the telephone number for the department.  

C/B Accounting Method  - the Company Bill Accounting method for the department. Options are:

  • A - Accrual

  • C - Cash

If you leave this field blank, the system uses the default specified for the division in the INS.POST file.

 

Create ins rec? - Yes or No indicator for reconciling direct bill items for the department. You may use the drop-down list to select one of the two valid options.

Options - Top of Page

Click

To

Save or Alt+S

save the Division Master Maintenance page after you complete all required fields.

Quit or Alt+Q

exit this specific Division Master Maintenance data page without saving any data and return to Division selection.

Copy or Alt+C

copy the data entered to a new division record. The system prompts you to enter a new ID. Enter the new division number and click OK to complete the Copy process. You can then modify the new record, as needed.

Options - Departments Data Grid

Click

To

Add

add another department to the grid.

Edit

make changes to the highlighted department.

Delete

delete the department from the grid.

Print

print a list of the departments in the grid.

Buttons - Departments Data Grid

Click

To

Save

save the item to the data grid.

Save&Add

save the item and opens a new line for entering another department.

Cancel

exit the item without saving it.