1. Administrator's Guide
  2. Managing Metadata
  3. Defining Custom Members

Defining Custom Members

Custom dimensions are associated with the Account dimension and provide additional detail for accounts. You define Custom members by using the attributes in the Custom Member Attributes table.

Table 4-4 Custom Member Attributes

Attribute Description

DefaultParent

Specifies the default parent for the Custom dimension member.

Description

Specifies the description for the Custom member. The description can contain up to 80 characters, including spaces.

IsCalculated

Specifies whether the base-level Custom account is calculated. If a base-level Custom account is calculated, you cannot manually enter values. Specify Y if the Custom account is to be calculated or N if the Custom account is not to be calculated.

Member

Specifies the name for the Custom member. This attribute is required. The name must be unique and can contain up to 80 characters, including spaces, but cannot start with a space.

The name of a Custom dimension member cannot duplicate the name of a consolidation method.

Do not use these characters in the Custom member name:

  • Asterisk (*)

  • At sign (@)

  • Comma (,)

  • Curly brackets ({}

  • Double quotation marks ""

  • Minus sign (-)

  • Number sign (#)

  • Period (.)

  • Plus sign (+)

  • Semicolon (;)

  • Slash mark (/)

SecurityClass

Specifies the security class name that defines the users who can access the Custom dimension data. Security class names can contain up to 80 characters. Security access applies only to data.

Submission Group

Specifies the submission group. The value can be a number from 0 to 99.

The default is blank. A blank value defaults to the value of 1.

If you set the submission group to zero (0), the account is not included in the review process.

SwitchSignForFlow

Specifies sign change (Debit or Credit) for FLOW accounts that use these rules:

  • ASSET to LIABILITY

  • LIABILITY to ASSET

  • EXPENSE to REVENUE

  • REVENUE to EXPENSE

  • BALANCE to FLOW

  • FLOW to BALANCE

Specify Y if the sign for the account is switched or N if the sign for the account is not switched.

SwitchTypeForFlow

Specifies the account type change for FLOW accounts that use these rules:

  • ASSET to EXPENSE

  • EXPENSE to ASSET

  • LIABILITY to REVENUE

  • REVENUE to LIABILITY

  • BALANCE to FLOW

  • FLOW to BALANCE

Specify Y if the account type for the account is switched or N if the account type for the account is not switched.

UserDefined1, UserDefined2, UserDefined3

Stores custom information for the dimension member. You can enter a maximum of 256 characters. The UserDefined1, UserDefined2, and UserDefined3 functions retrieve the text stored in this attribute.