Working with Trees

Trees help you categorise and group masterfiles for analysis and reporting. Many of Greentree Desktop's standard reports enable you to select a tree, and branches within a tree, so that the output of the report is filtered, categorised, and summarised, using the structure of your tree. Examples of where trees apply include:

Grouping general ledger accounts by balance form type (fixed asset, current asset, liability, and the like)
Grouping customers by geographical location
Grouping inventory items by source

You can create trees at any time, or change the structure of an existing tree.

When you have defined the structure of a tree, you can assign masterfiles to tree branches, in the Tree Assignment form applicable to the module (for example, if you are assigning masterfiles to a supplier tree, you will do this in the Supplier Tree Assignment form, accessible from the System/Accounts Payable menu).

Learn about tasks that you can perform in the Tree Assignment form:

Select a tree to work with.
All masterfiles, regardless of whether or not they are allocated to the selected tree.
View All Unallocated masterfiles - this is a list of masterfiles that have not yet been allocated to the selected tree.
Allocate
Move masterfiles from one tree branch to another.
Sort the way masterfile lists display.
Output masterfile lists to a file or clipboard.
Nominate a tree as being mandatory, which indicates that when a new masterfile is created, it must be allocated to a tree before the new details can be saved.
Maintain, Build, and Clear Period Summaries - this is applicable to General Ledger trees only.

If the tree set up in Tree Maintenance is assigned to an IN Serial/Lot zone, trees can be assigned to serial/lots during transaction entry, as serial/lot numbers can also be created new.