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Window: Reporting Hierarchy

[Created: 23/10/2005 - Updated: 15/01/2024 ]
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 accommodate different views on the business

Tab: Reporting Hierarchy

[Created: 23/10/2005 - Updated: 23/10/2005 ]
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
Tab Level: 0

Table 10: Reporting Hierarchy - Fields

Table: Report Parameters

NameDescriptionHelpTechnical Info
TenantTenant 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
OrganizationOrganizational entity within tenantAn 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
NameAlphanumeric identifier of the entityThe 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
DescriptionOptional short description of the recordA description is limited to 255 characters.pa_hierarchy.Description character varying(255)
String
Comment/HelpComment or HintThe Help field contains a hint, comment or help about the use of this item.pa_hierarchy.Help character varying(2000)
Text
ActiveThe record is active in the systemThere 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 TreeTrees 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 TreeTree for Natural Account Treepa_hierarchy.AD_Tree_Account_ID numeric(10)
Table
Activity TreeTrees are used for (financial) reportingTrees are used for (finanial) reportingpa_hierarchy.AD_Tree_Activity_ID numeric(10)
Table
BPartner TreeTrees are used for (financial) reportingTrees are used for (finanial) reportingpa_hierarchy.AD_Tree_BPartner_ID numeric(10)
Table
Product TreeTrees are used for (financial) reportingTrees are used for (finanial) reportingpa_hierarchy.AD_Tree_Product_ID numeric(10)
Table
Project TreeTrees are used for (financial) reportingTrees are used for (finanial) reportingpa_hierarchy.AD_Tree_Project_ID numeric(10)
Table
Campaign TreeTrees are used for (financial) reportingTrees are used for (finanial) reportingpa_hierarchy.AD_Tree_Campaign_ID numeric(10)
Table
Sales Region TreeTrees are used for (financial) reportingTrees are used for (finanial) reportingpa_hierarchy.AD_Tree_SalesRegion_ID numeric(10)
Table