Session 22_Chartfield Combination Edit

In some scenarios, it is required to define the valid combinations of ChartFields and only these combinations should be allowed during edit process. Functionality used to achieve it is ChartField Combination Edit.

This feature is used to set and enforce criteria for filtering out unwanted journal entry lines to ledgers based on combinations of ChartFields and their values. When we run Journal Edit process, it will also trigger Combo edit process that will check valid chartfield combinations.

Combination editing does not apply to summary ledgers.

Combo edit works like if-then test. ChartFields are classified as anchor and non-anchor chartfields. When edit process runs, if chartfield value is in the list of anchor chartfield, then process will search for corresponding non-anchor chartfield combinations. Edit process will validate the journal accordingly.

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