Account Classification Rule Summary Page

This page is the gateway to the Account Classification Rule feature and related functionality. To access this page from the LHS menu, click Maintenance, then click IFRS 9 Assumptions, and then click Account Classification Rules. You can navigate to other pages that are related to Account Classification Rule from this point.

The Account Classification Rule Summary page displays the following columns:

Table 30-4 Account Classification Rule Summary Page – Fields and Descriptions

Column Description
Name Displays the Account Classification Rule's short name.
Add Click the Add icon to create a new Account Classification Rule.
Delete Click the Action icon adjacent to the Account Classification Rule Name and select Delete to delete an existing Account Classification Rule.
Refresh Click the Refresh icon to refresh the Summary Page.
Help Click the Help icon to view the Account Classification Rule help.
Search Use this field to search for an Account Classification Rule to View, Edit, Copy (Save As), Delete and find the Dependency Information.

For more information on using this feature, see the Search an Account Classification Rule section.

Field Search Enter the name of the Account Classification Rule to filter the list of Account Classification Rules by values that match the search term.

For more information on using this feature, see the Search an Account Classification Rule section.

The Account Classification Rule pane on the Account Classification Rule Summary page displays the list of Account Classification Rules and offers several actions that allow you to perform different tasks. The following tasks are available for the Account Classification Rules in the Action column.

Figure 30-1 The Account Classification Rule Summary Page


The Account Classification Rule Summary Page

Table 30-5 Account Classification Rules – Icons and Descriptions

Column Description
View Click the Action icon adjacent to the Account Classification Rule Name and select View to view the contents of an Account Classification Rule in read/write format.
Edit Click the Action icon adjacent to the Account Classification Rule Name and select Edit to edit the contents of an Account Classification Rule in read/write format.
Save As Click the Action icon adjacent to the Account Classification Rule Name and select Save As to create a copy of an existing Account Classification Rule.
Delete Click the Action icon adjacent to the Account Classification Rule Name and select Delete to delete an existing Account Classification Rule.
Dependency Information Click the Action icon adjacent to the Account Classification Rule Name and select Dependency Information to check the higher and lower order dependencies for an existing Account Classification Rule.