How to add a button that creates a new line item in the GL that has a hierarchal structure

edited May 2023 in Modeling

The current button we have in place has us add in a new SUB-GL/ vendor item to a numbered list. That numbered list uses an OpEx subset that layers in each new vendor into its respective opex area such as adding "Anaplan 2.1" under Software subscriptions in the GL. The problem im running into is that this current structure does not allocate this software subscription under the correct leaf level department. New vendors being added under software subscriptions will show up in the app layer and are not filtered out by department. This creates a visual mess and becomes difficult to follow.

The steps I took was to add "Leaf level department" as a new dimension in the module being referenced by the numbered list. I added this dimension to the line item "Description" the result shows the new software "anaplan 2.1" under Admin: Finance, Legal. but the display name is called "[Enter Description]" this is because the formula on the numbered list is:

IF ISBLANK('OpEx Sub-GL/Vendor List Name'.Description) THEN "[Enter Description]" ELSE 'OpEx Sub-GL/Vendor List Name'.Description

The reason why this is blank is because Leaf level department is not a dimension in the numbered list. I cant have it as a parent because the opex subset is the parent. What do i do?


  • Hi @croufail20 - it might be helpful to provide a bit more background on what you are hoping to achieve here. Generally, when defining the display name for a list item you do not what this to be dependent on another list. By this I mean "Anaplan 2.1" would be the vendor name regardless of the department incurring the costs.

    If you update module 'OpEx Sub-GL/Vendor List Name' so the "Applies To" to only the list for which you are attempting to define the display name then you will see results pulling through. As long as there is a secondary applies to on the module, then a mapping/relationship will have to be defined between A6/leaf level department.

    Best wishes!

  • A very excellent blog post.Thank you so much for such a well-written article.

  • A very excellent blog post.Thank you so much for such a well-written article.