How to make classifications mandatory on the records

Navigate to Setup >Accounting> Accounting Preferences > General tab > Classification section and set the following preferences to True:

  1. Make Departments Mandatory
  2. Make Classes Mandatory
  3. Make Locations Mandatory

If you check these boxes, records, and transactions cannot be saved without completing this field.

Note: If you check this box, the system will prevent you from hiding this column on a custom form.

If you use per-line classes, departments, locations, or custom segments, you can customize transaction forms to identify the classification at both the header and line level at the same time.

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