Assigning attribute values to an activity (AC/BR)

After defining attributes for the Activity (ACTVY) object type, you can assign attribute values to an activity. This procedure describes the process for assigning attribute values to a user-defined attribute within an activity.

Ensure to define attributes first before assigning values. Follow these steps to assign attribute values to an activity:

Access Activity Attributes (AC13.1).
Select the activity to which you want to assign attributes.
Assign attribute values to an activity. Use these guidelines to specify the field values:

Attribute Value Template

To populate attribute values from a template, select the template you want. When you add the record, the system adds the attribute values from the template to the activity. There is information about defining an attribute template elsewhere in this user guide. See Defining attribute templates (AC/BR/GB).

Note: You can assign values from a template at any time. The new values are added without overriding existing values.

Effective Date Template

To populate effective dates assigned to attribute values from a template, select the template you want. There is information about defining an effective date template elsewhere in this user guide. See Defining an attribute value effective date template (AC/BR/GB).

Value

Specify or select a value in this field to assign attribute values to the activity.
Click Eff Date to access Attribute Value Effective Date (AC13.7). Use this sub-form to assign an effective date to an attribute value. To assign values to multiple activities by attribute and effective date, click By Attribute Date to access Values by Attribute Effective Date (AC13.8).
Run Acct Unit Attribute Value Update For Effective Date (MX135) to copy the effective date attribute values for a specific date to the Accounting Unit Attribute Value file AUMXVALUE (UNIX/Windows) or DBIFAMV (IBMi). You must run this program for an effective date attribute value to become the value used in reports and attribute lists.