Transaction Tree Assignment

Access this form from the System > Trees menu. You can select a tree from one set up in Tree Maintenance that is assigned to the Transactions zone. Details about transactions assigned to the tree/branches display on the form. You can view, move, assign, or manipulate data using the same rules that apply to standard trees.

Transaction trees that are set up as in Use for a particular analysis type are not available to use during transaction entry for a specific GL Account or Inventory item unless the tree is also Available to the masterfile.

You can also set the availability indicator on the Transaction Tree Assignment form. To do this, select the Automatically assign to all masterfiles option at the base of the form.

Greentree updates all masterfiles that do not have the Available indicator set for the tree. New masterfile set up after selected this option will also have the Available indicator set for this tree.

If you select the This is a mandatory tree option for the tree, the mandatory indicator is set for all existing and new masterfiles for which this tree is available.

Information If This is a mandatory tree is deselected for a tree, Greentree updates the mandatory indicator for all masterfiles for which the tree is available.