Working with Advanced Decay Categories

Use this information to copy, modify, export, or delete advanced decay categories.

Any setup change to a category affects all accounts that are linked to it. If you delete a category, then the Decay setting for any affected accounts in the Chart of Accounts is changed from Decay Tables to None.
  1. Navigate to Setup > Decay Tables > Advanced Tables.
  2. Select a What If scenario.
  3. Select a situation and follow the corresponding steps.
    Situation Steps
    Copy a Category
    1. Select the category that you want to copy from the list.
    2. Select "" Copy.
    3. Enter a unique Table Name for the new category.
    4. Select Save.

    The new category becomes the active category. You can modify the new category as needed.
    Modify a Category
    1. Select the category that you want to modify from the list.
    2. Change the Table Name.
    3. Change the Time Periods fields.
    4. Select Save.
    Note: If you choose to show fewer time periods, then decay speeds in periods that no longer appear are lost. When Annual is changed to Monthly, or vice versa, all decay speeds are cleared since they are no longer valid.
    Delete a Category or Scenario
    1. Select the category that you want to delete a scenario for from the list.
    2. Select Manage Scenarios.
    3. Select "" Delete for the scenarios that you want to remove.

      A confirmation appears to verify that you want to delete the selected scenario.

    4. Select Apply.
    5. Select the category that you want to delete the decay table for from the list.
    6. Select "" Delete.
    7. Select Delete to confirm the deletion.

    The system enforces the following restrictions:

    • You cannot delete the Flat Rate scenario.
    • If you try to delete a category that is assigned to an account on the Chart of Accounts, then the application informs you but allows you to continue.
    Export Setup Information
    1. Select the category that you want to export from the list.
    2. Select Export.
    3. Select what you want to export:
      • Active Table
      • All Tables
    4. Select the type of file that you want to export:
      • CSV
      • Excel
    5. Select Export.

    When you select one of these options, the system sends you a notification, and the exported file appears in the Reporting > View Reports grid.
Parent topic: Decay Tables