Overview
The “Roll Down” feature in Flexicoder can have significant effects depending on the level at which it is applied. It is crucial to understand these levels to avoid unintended changes.
Backup Before Changes
Before making any mass updates to Flexicoder, always backup your current setup. You can export your entire Flexicoder setup to an XML file:
- Open the Flexicoder window.
- Click the “Options” button.
- Select the “Maintenance” drop-down.
- Choose the “Export” option.
This XML file serves as a complete backup of all your Flexicoder settings, making it easy to restore if needed.
Levels of Roll Down
Module Level
Changes made at the module level affect all items under that module. For example, changes in “Receivables Management” will apply to every document type and distribution type within that module.
Document Level
Changes at the document level affect all distribution types for a specific document type. For instance, changes made to “Credit Memo” will apply to all its distribution types but not to other document types.
Distribution Level
Changes at the distribution level are specific to a particular distribution type within a document type. For example, changes to the “Cash” distribution under “Credit Memos” will only affect that specific combination. It will not change any other distributions other than the one you have highlighted when you make changes.
Importance of Exporting Settings
Exporting your settings is crucial to prevent accidental overwrites. Many users have lost hours of setup work by making changes at the wrong level, which can overwrite detailed distribution settings.
Conclusion
Always ensure you have multiple backups before making changes, and understand the level at which you are applying changes to avoid unintended consequences.
