Use this section to set up the parameters for a payable reclass to occur.

 

Activation

Payable System Parameters

To activate the Recalc Payable Reclasses system parameter select Administration > System > Manage Configurations > Advanced Functionality > Payable > Payable Reclass Functionality > Yes.

 

Payable Dataset Parameters

To activate the Recalc Payable Reclasses dataset parameter select My Datasets > More > Dataset Parameters > Add > type PAYRECTYPE for the Parameter value. Select Alphanumeric for the Parameter Type.

 

Select one of the following values:

•0: Disables all Payable Reclass automation.

•1: Reclasses both Federal and State auto-posted payables to the unit identified by the unit level parameter PAYRECUNIT (or performs no reclassification if that unit level parameter is missing).

•2: Reclasses Federal auto-posted payables to the unit identified by the unit level parameter PAYRECUNIT, and State payables to the equivalent state in the unit specified by the state level parameter PAYRECUNIT (or performs no reclassification if that unit level parameter is missing).

Note: If the dataset parameter PAYRECTYPE is missing or contains an invalid value, the system automatically inputs a value of 1.

 

Unit Dataset Parameter

When you need to reclass a unit’s auto-generated payable transactions to a parent unit, add the unit dataset parameter. You add the parameter in every child unit for which the payable is to be reclassed.

 

To add the unit dataset parameter select My Datasets > Units > More > Unit Dataset Parameters.

1.Type PAYRECUNIT for the Parameter Name.

2.Select Alphanumeric as the Parameter Type.

3.Select the Unit Code(Parent) for Parameter Value.

 

Unit State Dataset Parameter

When you need to reclass a unit’s auto-generated payable transactions to a parent unit at the state level, add the unit dataset parameter. You add the parameter in every child unit for which the payable is to be reclassed.

 

To add parameters in Unit State Dataset Parameters select My Datasets > Units > Fed/State > Unit State Dataset Parameters.

1.Type PAYRECUNIT for the Parameter Name.

2.Select Alphanumeric for the Parameter Type.

3.Select the Unit Code(Parent) for Parameter Value.

 

Note: It is possible to reclassify many units to a single target unit. For example, you can reclassify units A, B and C to unit X. The reclassification payable transaction entries in the target unit X represents the aggregation of all the reclassification's from each of A, B and C.