Working with Trees

Trees help you categorise and group masterfiles for analysis and reporting. Many of the 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.

You can use trees when grouping:

General ledger accounts by balance form type (fixed asset, current asset, liability, and the like).
Customers by geographical location.
Inventory items by source.

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

When you have defined the structure of a tree, you can assign masterfiles to tree branches on the Tree Assignment form.

Learn about tasks that you can perform on 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 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 applies to general ledger trees only.

Note: If the tree set up on the Tree Maintenance form is assigned to an IN Serial/Lot zone, trees can be assigned to serial/lots when you enter a transaction, as serial/lot numbers can also be created new.