Account code set

Account code sets (ACS) are used to configure metadata in an account code to better drive data reliability when leveraging account codes on quantity items. Account code sets also help you narrow down account codes to only those you need to use in Design for specific projects. ciYou can only add account codes that exist in Main menu > Master data libraries > Account codes.

When the Enable Account code set and Discipline set toggle is set to On, you can manage account code sets for your organization in Settings > Design > Quantity Forecasting > Account code set.

Steps

You can do any of the following actions:

Create a new account code set - Click the Account code set drop-down list, and then select New account code set from the list. Enter a new name, and then click Create.

Add account code set values to an account code set group - Click the Configure account code group icon, enter an ID and description, and then click Add icon. Account code groups are account code set specific. Account code groups can be added individually or in bulk using the import process. You cannot add or import account codes to a set without at least one account code group maintained. You cannot delete account code groups tagged to an Account code in the set. Account code values assigned to an account code in the set cannot be removed.

Add account codes to an Account code set - Click the Add account code icon, select an account code from the list, and then click Assign. Select the required and optional attributes for the account code, and then click Add.

Remove an account code or an account code group - To remove an account code, select the account code, and then click the Remove account code icon. To remove an account code group, click the Remove account code group icon to the right. You cannot remove an account code group assigned to an account code set in the set or an account code assigned to a project.

Edit an account code group or account code – To edit an account code group, click in the fields, and then enter text. To edit an account code, select an account code, and then click the Edit account code icon. In the Edit account code slide-out panel, make your changes, and then click Save.

Sort - Select the item, and then click the up and down arrows to the right of the table to adjust the position of account code groups.

Update account codes that have been modified in InEight Platform - The Update account codes feature alerts you of any account code updates made to the master account code library in Platform that impacts any account code in an ACS, such as deleted account codes or modified UoMs.

You can review and update the account codes using the Update account codes wizard. Click the Update account codes icon to launch wizard and sync account codes in the set with the master data account code in Platform.

Any account codes that are updated in the ACS are also updated in projects that have the ACS assigned. To update modified UoM update types, the Design element UoM assigned on the account code in the ACS must match the modified UoM. You cannot select the account code without the UoM match. You can edit the Design element assignment directly in the wizard to assist with the UoM alignment.

Make an ACS available in project settings - Select an account code, and then turn the Include selected account code set in project settings toggle to On.

At the project level, you can tie an account code set to your project. For more information, see Account code set in the Generalsettings.