Copying Account Attributes

  To copy account attributes:

1. Open an ECM document.

   See Accessing Entity Change Management (ECM) Documents.

2. Select Accounts.

3. Select Edit, then Add Account Change, then Change Account Attributes.

4. Under Available Accounts, select an account.

   For selecting multiple accounts:

   • Press Shift to select a range.

   • Press Ctrl to select multiple, nonconsecutive items.

   Optional: In Available Accounts, select an option in Filter Accounts to narrow the accounts displayed:

   • All Accounts

   • All Input or Calc Accounts

   • All Input Accounts

   • Current Scenario Only

   • Exchange Rate Accounts

   Note:

   To locate accounts, click Find Accounts—see Finding Accounts.

5. Click Add.

   Note:

   If you add an account that does not belong, select it under Selected Accounts and click Remove.

6. If the subaccount exists in the target but you wish to overwrite it with new attributes, select Overwrite attributes if account exists.

7. In Selected Accounts, select accounts and, under Scenario, select a scenario.

8. Select Account Change Options to copy to the target entities:

   • Match Required Element State

     Copies the required element state—see Adding and Maintaining Subaccounts.

   • Rename Accounts

     Renames subaccounts in the target entity to match the corresponding subaccounts in base entities.

   • Forecast Method

     Copies the forecast method.

   • Subtotal Method

     Copies the subtotal method.

   • Account Note

     Copies account notes.

9. Select User-defined Account Change Options to copy to target entities:

   • Calculation Method

     Copies calculation methods for calculated user-defined accounts—see UDA Attributes.

   • Aggregation Method

     Copies aggregation methods—see UDA Attributes.

   • Output Type

     Copies the output type for currency, items, percent, or ratio—see UDA Attributes.

   • Output Units

     Copies the output units for ones, millions, etc.—see UDA Attributes.

10. Optional: Click Select All Attributes to copy all subaccount attributes.

11. Click OK.