Examples of Segment Value Inheritance
The Inherit Segment Value Attributes process simplifies the chart of accounts maintenance.
When the characteristics of values in the value sets are updated, such as changes to enabled status, effective date, posting allowed status, or natural account type, all previously created account combinations that referenced such values aren't automatically updated by these changes. The Inherit Segment Value Attributes process lets you run a controlled process to update such existing account combinations. This process maintains and corrects the current attribute settings for those account combinations that contain the account values that were changed.
For account combinations where the present settings must be retained and not impacted by account attribute changes, activate the option to preserve the account combination's attributes. The Preserve Attributes option can be found on the Manage Account Combinations page. Activating the option prevents those account combination's attributes from being updated when the Inherit Segment Value Attributes process is run.
Scenario
For example, there are three inactive account combinations that share a common inactive cost center value of 110. The following table lists each account combination, indicates whether the account combination is enabled, and indicates how the Preserve Attributes option is set.
|
Company-Cost Center-Account |
Account Combination Enabled |
Preserve Attributes |
|---|---|---|
|
01-110-5210 |
No |
Disabled |
|
04-110-4310 |
No |
Enabled |
|
03-110-6810 |
No |
Disabled |
Cost center 110 is enabled and the segment value inheritance process is run. The following table shows how the status of the account combinations changes.
|
Company-Cost Center-Account |
Account Combination Enabled |
Preserve Attributes |
|---|---|---|
|
01-110-5210 |
Yes |
Disabled |
|
04-110-4310 |
No |
Enabled |
|
03-110-6810 |
Yes |
Disabled |