This section shows the Actions available in the Reporting Hierarchies workspace.
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Field | Description |
Get from Structure
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This action is only available for hierarchies of the types regarding G/L dimensions, that is, the types “Company,” “Account,” “Location,” “Entity,” “Project,” “Purpose,” “Spec. 1-3,” and “Local Spec. 1-3.” When you select this action, Maconomy automatically creates nodes in the current hierarchy to make the hierarchy match the structure specified for the dimension in question in the G/L module. In the G/L module, structures are created in the Structure submenu where there is a workspace for each dimension, in which you can define a structure. The functionality of the action is identical, regardless of the dimension in question. Therefore, while the description below is based on accounts, it applies to any dimension.
When you select the action, Maconomy creates nodes for sum accounts and non-sum accounts and assigns each node to the relevant parent nodes to reflect the original structure. Each node created in this process is assigned a sorting key number corresponding to the structure line number multiplied by 10.
If the original structure contains any heading lines, they are assigned as attributes to the relevant nodes. The attributes will be of the type “Heading.” However, certain cases may cause incorrect creation of headings, for instance if you have two consecutive headings at the same sum level. Therefore it is recommended that you check the automatically generated headings.
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Suggest Detail Level
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When you select this action, Maconomy assigns a detail level to each node in the hierarchy. The detail level assigned to each node is based on the position of the node in the hierarchy and the number of subordinate lines below it.
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