Assigning attribute values to an account category

After defining attributes for the Account Category (ACCAT) object type, you can assign attribute values to a summary or detail account category. This procedure describes the process for assigning attribute values to a user-defined attribute.

  1. Access Summary Account Category Attributes (AC16.1) or Detail Account Category Attributes (AC16.2).
  2. Select the account category structure and account category to which you want to assign attributes.
  3. Assign attribute values to an account category. 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 account category. 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 on 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 account category.

  4. Click Eff Date to access Attribute Value Effective Date (AC16.7). Use this sub-form to assign an effective date to an attribute value. To assign values to multiple account categories by attribute and effective date, click By Attribute Date to access Attribute Values by Effective Date (AC16.8).
  5. 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.

Options for assigning attribute values

  • Click By Attribute on Summary Account Category Attributes (AC16.1) or Detail Account Category Attributes (AC16.2) to access Account Category Values by Attribute (AC16.9). Use this sub-form to assign attribute values for one attribute to multiple account categories. All eligible account categories will display, and you can populate attribute values for the attribute specified.

  • Run Attribute Value Population (MX500) to assign a user-defined attribute value to account categories in an attribute list. This program lets you overwrite previously assigned attribute values. For example, you can use this program to change the regional manager assigned to a group of account categories, such as when all projects previously managed by SMITH are now managed by JOHNSON.