Allocate

To allocate masterfiles to a tree branch, click the All Unallocated branch to view the records that have not already been allocated to a branch. You can select:

One record to allocate by clicking the relevant line on the display table;
All records to allocate by clicking the Select All button;
A range of records by making individual selections. To do this, click the first line for selection, then hold the Control key down while clicking additional selections.
A range of records by clicking the Select Range button.

You can select accounts by entering a From and To range, or by using a wildcard. If you use a wildcard, only one account field displays on this form. You can enter a wildcard (*) into one or more of the account segments to select all accounts that meet the criteria.

The Select Range option is not available for all trees, only where it is applicable using the module, and the nature of the masterfiles you are working with.

Selected records will be highlighted in the display table. To move them to a branch, click them and drag them into the tree branch, which displays on the left side of the assignment form.

Once a masterfile is allocated to a branch, it no longer displays in the All Unallocated branch. It displays under the branch it was allocated to.

Masterfiles can be moved back into the All Unallocated branch at any time, or moved into a different branch.

Transaction Trees

For transaction trees, use a Selection Filter to filter transactions displayed in the table.