You can define a tree as mandatory to ensure that all masterfiles for the tree are assigned to a branch in that tree.
To make a tree mandatory, select the This is a mandatory tree option. You can't make a tree mandatory unless there are no records in the All Unallocated branch. A warning displays if you try to make a tree mandatory and there are unallocated masterfiles.
When you create a new masterfile (for example, a new general ledger account), and if a mandatory tree exists relating to that masterfile, you can't save the details until it is allocated to a tree branch.
You can assign masterfiles to trees on the Custom tab on forms like General Ledger Account Maintenance, Supplier Maintenance, and Inventory Item Maintenance. To do this, double click the name of the tree on the Custom tab to display the tree branches, and then select the branch to allocate the masterfile to.
Note: You can right click a tree that's defined as mandatory to set one of the branches as the default. If a branch is set as the default, a new masterfile is automatically assigned to this tree/branch.
The branch that is assigned as the default displays in a different colour.