Account Attribute: In Use versus Allow Input
Hi all,
We have hundreds of historical (no longer valid) accounts sitting in a cube and we are looking at ways of de-cluttering resulting data retrievals to avoid seeing them. But additionally, we...
Forum Discussion
In addition to using the InUse setting, have you considered setting up an alternative hierarchy? E.g. adding a suffix to all existing parent accounts ("_pre2025") and create a new hierarchy without the historical accounts using your de-cluttered base accounts with the parents using the names without a suffix. That way you can still use all of your existing reports, you just need to create new reports for looking at historical data that includes the outdated accounts.
Especially with hundreds of accounts, it seems to be at a point where creating a new hierarchy makes it all easier for the end-users as well as the admins.
...or if your business has changed substantially, or your ERP has changed, one could also consider starting in a new scenario... lots of options, depending on the requirements and the exact reason for the change.