Linked Structures

Creating and linking groups of structures allows you to limit the number of available items, making it easier for individual users to make selections from menus and pop-ups. The linked structures affect the selections you have when entering values and reconcile against accounts and opening balances. The linked structures also provide a better overview of complex structures.

You can create new linked structures and maintain existing ones. A linked structure is a selection of structures in a certain combination. You can construct linked structures from the following components:

  • Company Structures
  • Form Structures
  • Account Structures
  • Extended Dimension Structures
  • Reports

A linked structure limits the combination of structures the users can access.

By creating a linked structure consisting of companies in combination with products, you limit the choice for the companies in the linked structure when they enter values. Normally, several companies have access to the same products and it is, because of that, easier to create limitations for a group of these companies, rather than to limit each company.

Linked Structure Maintenance

If you use linked structures you have to maintain them to ensure that the result is correct. Initially, all forms, extended dimensions and reports are available for all companies and accounts. As soon as you have created a link, only the selected parts of the structures will become available to these companies or accounts. If you add new companies, accounts, extended dimensions, forms, reports and movement accounts to the structures, they will not be included in the linked structures automatically. This means that you have to update the linked structures manually.

Restrictions

A company can only appear once in a structure if there are several linked structures within the same C1, C2, C3, C4, CF and CR type groups. The same applies to accounts for group types A1, A2, A3 and A4.

Extended Dimensions

There is no need 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.

Regeneration of Forms

If you make a change in the linked structures, you must regenerate the data entry forms implicated by this change. This regeneration is done manually by a change in the layout.