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.