Reporting Hierarchy (Window ID-360)
Window: Reporting Hierarchy
Description: Define Reporting Hierarchy
Help: Reporting Hierarchy allows you to select different Hierarchies/Trees for the report. Accounting Segments like Organization, Account, Product may have several hierarchies to accomodate different views on the business
Tab: Reporting Hierarchy
Description: Reporting Hierarchy
Help: Reporting Hierarchy allows you to select different Hierarchies/Trees for the report. Accounting Segments like Organization, Account, Product may have several hierarchies to accomodate different views on the business
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | PA_Hierarchy.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | PA_Hierarchy.AD_Org_ID numeric(10) Table Direct |
| Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | PA_Hierarchy.Name character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | PA_Hierarchy.Description character varying(255) String |
| Comment/Help | Comment or Hint | The Help field contains a hint, comment or help about the use of this item. | PA_Hierarchy.Help character varying(2000) Text |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
PA_Hierarchy.IsActive character(1) Yes-No |
| Organization Tree | Trees are used for (financial) reporting and security access (via role) | Trees are used for (finanial) reporting and security access (via role) | PA_Hierarchy.AD_Tree_Org_ID numeric(10) Table |
| Account Tree | Tree for Natural Account Tree | PA_Hierarchy.AD_Tree_Account_ID numeric(10) Table | |
| Activity Tree | Trees are used for (financial) reporting | Trees are used for (finanial) reporting | PA_Hierarchy.AD_Tree_Activity_ID numeric(10) Table |
| BPartner Tree | Trees are used for (financial) reporting | Trees are used for (finanial) reporting | PA_Hierarchy.AD_Tree_BPartner_ID numeric(10) Table |
| Product Tree | Trees are used for (financial) reporting | Trees are used for (finanial) reporting | PA_Hierarchy.AD_Tree_Product_ID numeric(10) Table |
| Project Tree | Trees are used for (financial) reporting | Trees are used for (finanial) reporting | PA_Hierarchy.AD_Tree_Project_ID numeric(10) Table |
| Campaign Tree | Trees are used for (financial) reporting | Trees are used for (finanial) reporting | PA_Hierarchy.AD_Tree_Campaign_ID numeric(10) Table |
| Sales Region Tree | Trees are used for (financial) reporting | Trees are used for (finanial) reporting | PA_Hierarchy.AD_Tree_SalesRegion_ID numeric(10) Table |
