Setting an Account's Line Attributes
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Why Set an Account's Line Attributes?
Set line attributes of a financial planning model's accounts to help classify the model's financial data by alternate structures.
Setting an Account's Line Attributes
To set an account's line attributes:
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Click Financial Planning.
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Click Financial Planning Models.
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On the appropriate row, click
> Configure Accounts. -
In the Use Account column, select the account's check box.
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If the account's entry in the Line Definition column is set to Not Allowed, take the following steps:
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Click the column.
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Click .
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Click Required or Optional to designate whether you want to require users to define the line in a financial plan.
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In the Line Attributes column, click on the row relevant to the account
The line attributes listed on the Configure Line Attributes screen depend on the type of financial planning model for which you are configuring accounts. For additional business rules, see this article's Dig Deeper section.
TIPS
- The order in which the Configure Line Attributes screen lists line attributes determines how line descriptions are listed on other screens. You rearrange attributes by clicking Move Up and Move Down as needed and then clicking Save.
- You can also use the Configure Line Attributes screen to protect lines from being overwritten and inactivate line attributes of a financial planning account.
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In the Use Attribute column, select the check box of each line attribute you want the account configuration to include.
For a Depreciation Account (of type Amortized Cost), the selected attributes must be a subset of the attributes of the Capital Account associated with that type of Depreciation Account.
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In the Entry Required column, select the check box of each attribute for which you want financial planning to require data to be entered.
- Click Save & Close.
Why Set an Account's Line Attributes?
Set line attributes of a financial planning model's accounts to help classify the model's financial data by alternate structures.
Setting an Account's Line Attributes
To set an account's line attributes:
-
On the menu bar, click Administration > System Configuration > Financial Management.
-
Click Financial Planning.
-
Click Financial Planning Models.
-
On the appropriate row, click
> Configure Accounts. -
In the Use Account column, select the account's check box.
-
If the account's entry in the Line Definition column is set to Not Allowed, take the following steps:
-
Double-click the column.
-
Click .
-
Click Required or Optional to designate whether you want to require users to define the line in a financial plan.
-
-
In the Line Attributes column, click on the row relevant to the account
The line attributes listed on the Configure Line Attributes screen depend on the type of financial planning model for which you are configuring accounts. For additional business rules, see this article's Dig Deeper section.
TIPS
- The order in which the Configure Line Attributes screen lists line attributes determines how line descriptions are listed on other screens. You rearrange attributes by clicking Move Up and Move Down as needed and then clicking Save.
- You can also use the Configure Line Attributes screen to protect lines from being overwritten and inactivate line attributes of a financial planning account.
-
In the Use Attribute column, select the check box of each line attribute you want the account configuration to include.
For a Depreciation Account (of type Amortized Cost), the selected attributes must be a subset of the attributes of the Capital Account associated with that type of Depreciation Account.
-
In the Entry Required column, select the check box of each attribute for which you want financial planning to require data to be entered.
- Click Save & Close.