Transaction Tree Assignment

You can select a tree from one set up on the Tree Maintenance form that is assigned to the Transactions zone. Details about transactions assigned to the tree or 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 when entering a transaction for a specific general ledger account or inventory item unless the tree is also Available to the masterfile.

You can also set the availability option 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 option set for the tree. New masterfile set up after selected this option has the Available option set for this tree.

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

Note: If This is a mandatory tree not selected, Greentree Desktop updates the mandatory option for all masterfiles for which the tree is available.