Defining an attribute view

An attribute view is a combination of attribute lists. Views are composed of summary and detail records, similar to a chart of accounts. Summary levels are used for report headings and totaling. Detail records are the attribute lists. For example, an accounting unit view is a group of accounting unit lists arranged hierarchically with up to nine totaling levels. Use this procedure to define a new attribute view.

Define attribute lists before defining a view.

Define an attribute view

  1. Access View (MX20.1).
  2. Click the New View button to access Define View (MX20.2) where you will define header information for the new view.
  3. Specify this information:
    Object Type

    An attribute view must be associated with an object type. For General Ledger, you can only assign the Accounting Unit (ACCTU) object type.

    View

    Specify a name and description for the new view you want to define.

    User Analysis

    Specify or select user analysis you want to associate with the view.

  4. After adding the new view, you automatically navigate back to View (MX20.1). Use this form to define the view.
  5. Specify this information:
    Type

    Select whether the line is a summary level or detail line. Summary levels are used as report headings and determine how lists are totaled or rolled up. Select Detail to use an attribute list.

    Summary Level or List

    Select the summary level name or attribute list you want to include in the view.

    Description

    Specify a description of the summary level. If you select an attribute list, that description displays.

    Depth

    The level depth determines how amounts are totaled and rolled up. The application accumulates a total for a specific depth until it finds another account with the same depth or less. Then it produces a total above the account with the same depth or less. For example, each account assigned a depth of 2 totals to the previous account assigned a depth of 1. Use a depth of 1 for grand totals.

  6. To select printing options for reports and inquiries related to summary levels, click the More button to access Summary Level Options (MX20.3).
  7. Click the Preview button to display the accounting unit view you defined. You can view detail and summary records or summary records only.
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