When defining a account code format, it is possible to designate Option Attributes against one or many, account code parts in a format.
The flexible attributes allows the community to store additional values against the account code Part. When a user selects account codes during checkout, the system records the associated attribute value(s) against an account code part. For use within reporting or the customer ERP (see examples below).
| Note: End users cannot view or select attributes. It is only additional data captured when the user code accounting on requisitions. |
Example
This example Account Code has the Parts: Cost Centre and Account.
Cost Centres have different tax classifications, so the community creates an Option Attribute of Tax_Class (see chart below). An additional column will appear in the Account Code upload template and the community uploads the different tax classifications, against each Cost Centre in the Tax_Class column.
When the Cost Centre '2' (Charitable Trust) is selected, the Tax_Class of 'FREE' is also recorded. This can be used in the customer's ERP system, to determine how they apply tax against the Cost Centre.
Other Examples
Option Attributes can be used for anything. However, a common use is to identify CAPEX versus OPEX expenditure. To do this an Attribute of CAPEX could be added to the appropriate account code part and the community would upload their account codes with a CAPEX Y/N flag. To easily record, if spend was classified as CAPEX. This removes the need for end users to have knowledge of CAPEX/OPEX items.
Define Option Attributes
Users with a Community Administrator role, can define option attributes by going to the Administration module > select Settings > click Management tab > select Account Codes tab > click +Add Account Code Format.
The Add Account Code Format screen will appear > in the Name and Code field, insert the desired information.
If the user desires the account code format to appear on the Checkout screen, check Allow In Checkout box > in the Organizations field, choose from listed options.
To define the account code parts > select +Add Part. There can be many for an Account Code Part.
A pop-up box will appear > select +Add Option Attribute. For field details, refer to the chart below.
Option Attribute values as part of the Account Code:
| Part | Parent | Value | Description | Tax_Class |
| Cost Centre | 1 | Business | FULL | |
| Cost Centre | 2 | Charitable Trust | FREE | |
| Account | A | Products | ||
| Account | B | Services |
| Note: For account code information, refer to help article Account Codes. |