This option allows you to add member definition. The Write role should be mapped to your user group. To create an Attribute definition in the Attributes screen:
Select the button
in the Dimension Members toolbar. Add
button is disabled if you have selected any checkbox in the grid.
The New - Member Details
screen is displayed.
In the Dimensions section, select the required dimension from the drop-down list.
Enter the Member Details as tabulated:
Field |
Description |
Fields marked in red asterisk (*) are mandatory. |
|
Alphanumeric Code |
The Alphanumeric Code field is editable only if the selected Dimension accepts Alphanumeric Code. For example, Billing Method Dimension. Else, the field is Read Only and the value is fetched from the Numeric Code field entered. Enter the required Alphanumeric Code. Ensure that the code has a maximum of 14 characters and there are no special characters like & ' ~ " @ + included. |
Numeric Code |
Enter the Numeric Code by doing any of the following:
Note: if the selected Dimension accepts only Numeric Code, then the specified, the Numeric Code is auto populated to the Alphanumeric Code field also. |
Name |
Enter the Name of the Member. |
Description |
Enter the required Description for the Member. |
Enabled |
This field is set to Yes by default and is editable only in Edit screen. Note: You can change the option to No only when the particular member is not used in any hierarchy. The disabled members will not be displayed in Hierarchy rules, or UIs which are based on Hierarchies, such as Hierarchy Filters and hierarchical assumption browsers used in applications. |
Is Leaf |
This field is set to Yes by default. If Yes, the particular member can be used as a leaf node in any hierarchy and child cannot be added to this node. If No, the node becomes a non leaf and can have child nodes. Note: A member created as Non Leaf having child nodes to it in any hierarchy cannot be made Leaf. |
Note: If the Dimension is selected as "Common Chart of Accounts", proceed further. Else, jump to step 5.
Click button
in Copy Attribute Assignment From
field. The Member Browser Properties
screen is displayed. (Optional) This field can be left blank so that
the Member Attributes panel can be filled in without considering the
values already assigned.
Select the required Member from the Dimension Members list.
Click button
in the Search grid to search
for a specific Member based on Alphanumeric Code, Numeric Code, Name,
Description, Enabled status, Is Leaf status, Attribute Name, or Attribute
Value. You can also click
button
to find a member present in the Dimension
Members grid using key words.
Click OK. The selected Member is displayed in the Copy Attribute Assignment From field in New - Member Details screen and the details of selected Attribute are displayed in the Member Attributes section. You can edit the Attribute details as indicated:
Edit Attribute
based on date by clicking the (Calendar)
icon.
Edit Attribute based on Dimension Value by selecting from the drop down list.
Edit Attribute based on Number Value by entering the valid numerical value.
Edit Attribute based on String Value by specifying alphanumerical value.
Click Save and the defined Member Definition is captured after validating the entries.