Fld Financials Parent

The Financials Parent field is used to group organizations into a hierarchy for use in Financial Statements and in various other financial lookups and reports (e.g. reporting by organization level 1, 2, 3). This is an optional field (that is, if no value is supplied, the current Org will be treated as a root organization).

In the Organization List, this field will contain the org code of the current organization's Financials Parent (should the current organization be configured to have a Financials Parent).

Establishing a Financials Parent Organization for the current organization is done on the Organization >> Edit >> Financials tab (Organization Hierarchies field).

When establishing a Financials Parent Organization relationship, the values available to choose from will include all active Financial Organizations (plus the current Org selected should it have subsequently been made inactive) within the same Legal Entity excluding any child organizations (e.g. you cannot have organizations appear multiple times in the same organizations hierarchy).

There are no restrictions as to when you can change or remove an organization from participating in a Financial Org hierarchy.

This screen contains "auto-complete" fields (as indicated by the magnifying glass icon displayed along the right side of the field ). This icon is not clickable and is only intended to identify the field as being of type 'auto-complete'.

Data will be populated into these types of fields by selecting existing entries, rather than typing in new entries.

As you enter characters into this type of field, a drop-down box will appear containing existing entries having the supplied characters anywhere within the entry. As additional characters are supplied, the result set will refresh to display a revised list of matching options. Clicking on one of the available values from the drop-down will populate the field with that specific value.

To clear any current value or replace the current value, you will need to manually select the existing entry and again begin typing the characters you'd like to search on (or select and delete the existing entry and then begin typing the new value).

Use the "%" (percent sign) or "_" (underscore) to list all available options.

You may also filter on multiple parameters using the "%" percent sign in the middle of your search string. For example, entering eng%12 in a Project Code field will search for the project where “eng” and “12” are part of the project code.

Do not press on the space bar to get the list of values. For example, when searching the Project Code field, pressing the space bar will give you a list of projects that includes a space in the project code.

There are several properties available to refine the behavior and performance of this feature, including: