Create code type relationship

Code type relationships can be established between codes where one code may substitute or complement another.

To set up a relationship:

1. From the main menu, select Administration > Instance Management > Module - Finance.

   The Module - Finance screen appears.

2. Click the New Relationship Type link.

   The New Code Type Relationship dialogue box appears.

3. Select the ‘primary’ code in the relationship from the Parent Code Type drop-down list box.
4. Select the code which has the relationship with the parent code from the Child Code Type drop-down list box.
5. Click one of the Relationship radio buttons:
   • Complements. The complements relationship is used in a code structure where if one code is selected then another must be. For example, if a GL code is selected, then a CC code must also be selected. This would be set up by selecting GL Code as the parent code type and CC Code as the child code type. The above relationship would still allow a CC code to be used by itself. If a CC code must also always be used with a GL code, you would set this up by selecting CC Code as the parent code type and GL Code as the child code type.
   • Substitutes. The substitutes relationship is used where if one code is selected, eg. a GL code, then either a CC code, or a project code must be selected, but not both. This would be set up by selecting CC Code as the parent code type and Project as the child code type. This would make the two code types mutually exclusive, ie. if the user selects a CC code, they cannot also select a project code, or the transaction will still show a red cross in status.

   As these types of relationships can be quite complex, contact your helpdesk if you are in any doubt as to how the customer you are implementing should be set up.

6. Click Save. The code type relationship automatically shows on the Module - Finance screen.