Creating Logic Groups

The first step in creating logic accounts is to create a logic group. The logic group is then assigned to one or more locations. When a source file is loaded to a location, logic accounts are generated.

Logic groups must be defined as simple or complex. Simple logic groups allow logic items to be derived only from the source account dimension. Complex logic groups allow logic items to be derived from any combination of dimensions.

  To create logic groups:

  1. From the Web client, select MetaData > Logic Groups.

    The Logic Groups screen is displayed.

  2. Select the Add button above the top grid.

    A new row is added to the grid.

  3. Under Logic Group, enter a unique name.

  4. Optional: Under Description, enter descriptive text.

  5. Under Logic Type, select Simple Logic or Complex Logic.

  6. Click Update Grid.

    The image shows the Logic Groups screen. It contains two grids; the upper grid includes the types of logic groups, and the lower grid includes the accounts contained in the group type selected in the upper grid.