Discipline set

Discipline sets are used to link to an account code set, which will limit the account code set to use only those disciplines in the set. When the Enable Account code set and Discipline set toggle is set to On, you can manage disciplines for your organization in Settings > Design > Quantity Forecasting > Discipline set.

The standard disciplines can be added or removed from a set to limit which disciplines are available. When disciplines are added to a set, they must be associated to a Discipline Group.

Steps

You can do any of the following actions:

Create a new discipline set - Click the Discipline set drop-down list, and then select New discipline set. Enter a new name, and then click Create.

Add discipline group – Select a discipline set from the list, click the Configure discipline group icon, enter an ID and description, and then click Add icon. You cannot delete a discipline group assigned to a discipline in the set.

Add discipline to a discipline set group – Click the Discipline set drop-down list, and then select a discipline set. Click the Select discipline drop-down list, and then select a discipline. Click the Select discipline group drop-down list, and then select a discipline group. Click the Add discipline to set icon. You cannot delete a discipline assigned to an account code in an account code set.

Remove a discipline or a discipline group - Click the Remove discipline from the set or the Remove discipline group icon to the right. You cannot delete a discipline group assigned to a discipline in the set or a discipline assigned to an account code in an Account Code set.

Edit a discipline group or a discipline - Click in the fields, and then enter text.

Sort - Select the item, and then click the up and down arrows to the right of the table to adjust the position of a discipline or discipline group.