Define Linked Structures

Here you define linked structures in order to limit the complexity of large structures as well as limit the amount of items to choose from in list boxes.

Procedure

On the Maintain menu, click Linked Structure/Define. The Define Linked Structures window opens.
In the Link Type text box, enter the combination code for which you want to create a linked structure. For more information about link types, see Link Types.
To add a new linked structure, click the New button. The fields are enabled for entry.
In the Code text box, enter a name of maximum six characters for the linked structure.
In the text boxes Name - Group and Name - Local, enter a description of the linked structure in both group and local languages.
In the Available Companies/Accounts list box, select the companies or accounts to include in the structure and click the right arrow button to move them to the Selected list box. Click the double arrow button to select all items.
In the Available Extended Dimensions/Forms/Reports list box, select the extended dimensions, forms or reports to combine with the selected Companies/Accounts and click the right arrow button to move them to the Selected list box. Click the double arrow button to select all items.

Forms and reports can only be selected for companies, not for accounts. You do not have to select all levels in an extended dimension when creating a linked structure. The level selected in the extended dimension structure should match the level you have defined for accounts and forms
Click Save. The selected companies/accounts are linked to the selected extended dimensions/forms/reports. Data entry will not be possible for other combinations than the specified ones.

Results

Note:

Forms and reports can only be combined with companies.
Within the same link type a company or an account can only exist once.
If you use linked structures, you have to maintain them to ensure that the result is correct. In the first instance, all forms, dimensions and reports are available for all companies and accounts. As soon as you have created a group of linked structures, only the selected parts of the structures will become available to these companies or accounts. If you add new companies, accounts, dimensions, forms, reports and movement accounts to the structures, they will not be automatically included in the linked structures. This means you must update the linked structures manually in row and column definitions.
If you are updating linked structures, you must log off Controller functions in Microsoft Excel.
If you edit linked structures, you have to re-generate the data entry forms that are affected by the change. You do this manually by changing the layout.
If you use linked structures to limit access rights for users, it will not be applied to the form type free forms.

Tip:

To select more than one item, press the Ctrl key and click the next item.
To select a range of items, press the Shift key and click the last item in the range.
Click on the heading rows to sort the list.