Define Constituency Hierarchy

When you add an account segment to the account structure, you define how you want to calculate the segment. For example, you might create an account segment called “Donor,” and choose to have that segment calculated by “Constituency” when generating GL distributions.

When you map an account segment to a constituency, you can also define the hierarchy of your constituency codes. If a constituent has more than one code, the hierarchy determines which constituency values are used when generating GL distributions for the constituency.

Note: If your organization uses multiple general ledger account systems, the hierarchy is shared across the systems that use a constituency segment.

The Define Constituency Hierarchy link appears on the General ledger setup page of an account system once you map an account segment to “Constituency.” To define the constituency code order, see Manage Constituency Order.