Creating a Logic Group

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 or source system is loaded to a location, logic accounts are generated when the logic group is assigned to a location.

A logic group must be defined as simple or complex. A simple logic group enables you to derive logic items only from the source account dimension. A complex logic group enables you to derive logic items from any combination of dimensions.

  To create a logic group:

  1. On the Setup tab, under Data Load Setup, select Logic Group.

  2. In Target Applications, select the target application for this logic group.

  3. In Logic Group, select Add.

    A row is added to the grid.

  4. In Logic Group Name, enter a unique name.

    Optional: In Description, enter a description of the logic group.

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

  6. Click Save.