Exporting chart hierarchies

You can export a chart hierarchy for ease of maintenance. For example, modifying descriptions or creating a hierarchy for reporting.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group and click the Chart tab.
  3. Select a chart to export.
  4. Select Actions > Export To Upload.
  5. To filter the elements that are exported, you can specify a Custom Group, Summary Account, or Posting Account.
  6. Click OK.
  7. Modify the records to prepare them for upload.