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.

• Tree Maintenance
• Serial/Lot Transaction Entry for Trees/User Fields