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MEM Assign Entity Posted Transactions

Use this page to assign entities to posted transactions that are not yet associated with an entity. The list shows only posted transactions that do not have an entity assigned. This page is useful for assigning entities to a small number of records. For large data sets, contact support for assistance.

You can assign entities for the following posted transaction types: 

  • Assembly transactions
  • Deposits
  • Journals
  • Inventory transfer receipts
  • Journals header entity
  • Manufacturing transactions
  • Physical inventory orders
  • Purchases
  • Sales
  • Service transactions
  • Subledgers
    • Bank account
    • Customer
    • Fixed Assets
    • Item
    • Projects (ledger, WIP)
    • Manufacturing (resource, capacity, etc.)
    • Service management (warranty, maintenance, etc.)
    • Tax
    • Vendor
  • Value entries

When assigning entities to the posted transactions, keep the following in mind for the following transaction types: 

Posted Transaction Type Notes
Journals header entity Assigns the header entity to posted General Ledger entries and appears only for posted journal lines that have assigned dimensions, but the header entity is empty
Manufacturing transactions Production order transactions with the status of Finished
Subledgers

Entities can be assigned to item ledger entries in the following conditions: 

  • No corresponding G/L entry for the item ledger entry exists.
    In this case, any entity can be assigned to the item ledger entry.
  • A corresponding G/L entry for the item ledger entry exists.
    In this case, The G/L entry has an assigned entity. The same entity can be assigned to the item ledger entry.

When opening the Subledgers page, some of the lines for the Value Entries and Item Ledger Entries FastTabs have a suggested entity automatically provided for lines based on the location of the item. You can change the entity as needed.

Assembly transactions

You can only assign entities to the headers of assembly orders, if the assigned entity is not linked to any sales document.

Assign Entity to Posted Transaction

To assign entities to posted transactions, follow these steps:

  1. Select Search and type Assign Entity and select the MEM Assign Entity - Posted Transactions page.
  2. Select a button for the posted transaction for which you want to assign entities.
    1. When you use the Posted Journals action, you can select whether or not to use filters when generating posted journal transactions. You can use filters to select specific transactions or you can load all the transactions.
  3. The MEM Assign Entity page showing the list of posted transactions appears.
  4. Select the lines to which you want to assign an entity, and select Assign Entity.
    In the dialog page that appears select the Entity Code and select OK.  
  5. Repeat the previous step until all the posted transactions to which you want to assign entities have a entities.
  6. Select Apply Assigned Entity to apply the assigned entity to the posted transactions.

Fields

When you select Assign Entity, the page where you select the entity contains the following fields: 

Field Description
Entity Code Select the entity to assign to the transaction.

Actions

This page contains the following actions: 

Button Description
Apply Assigned Entity Applies entities to the selected transactions.
Assign Entity

Opens a page where you select the entity to apply to the selected transactions. The page that appears has different options for the different transaction types.

MEM Assign Entity - Posted Journals page
Add by Filter Select filters to load specific records.
Load All Records Load all the available records.