6.1.2 Edit Structure

This topic describes the systematic instructions to edit the existing account structures.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Structure. Under Structure, click Account Structure.
   The Account Structure screen displays.

   Note:

   For more information on the screen, refer to the Account Structure section.
2. Right click on the Account Structure widget, click View to view the structure summary.
   The Structure Summary displays.

   Figure 6-23 Structure Summary

   
   

   
   Description of "Figure 6-23 Structure Summary"

   
   

   For more information on fields, refer to the field description in the Table 6-16 screen.

3. Click Edit to edit the account structure.
   The Structure Details screen displays.

   Note:

   Follow the instructions in the Create Structure to modify the account structure.
4. Select Delete to delete the structure.
5. Select Excel from the Export dropdown list to download the structure details in excel (.xls) format.
6. Select Compare to compare the difference in values.