Setting up Business Areas
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(→Adding values to the Business Area Code Library) |
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===Adding values to the Business Area Code Library=== | ===Adding values to the Business Area Code Library=== | ||
| − | # Select | + | # Select <b>Maintenance</b> on the left hand side from the navigation area. |
| − | # Select the Code Library folder. | + | # Select the <b>Code Library</b> folder from the <b>More</b> drop down tab. |
# You will see a list of Library Codes, locate the <b>Business Area</b> Library Code and select it. | # You will see a list of Library Codes, locate the <b>Business Area</b> Library Code and select it. | ||
| − | # Select the Codes subfolder from the left menu. | + | # Select the <b>Codes</b> subfolder from the left menu. |
| − | # Select the | + | # Select the <b>[Add New Record]</b> button. |
# Enter the business area name into the <b>Code name</b> field. | # Enter the business area name into the <b>Code name</b> field. | ||
| − | # Select the Save button. | + | # Select the <b>[Save]</b> button. |
<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b> | <b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b> | ||
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<b>To enter additional codes into this Code Library</b> | <b>To enter additional codes into this Code Library</b> | ||
# Select the <b>Codes</b> subfolder from the left menu | # Select the <b>Codes</b> subfolder from the left menu | ||
| − | # Select the | + | # Select the <b>[Add New Record]</b> button. |
# Enter the value into the <b>Code name</b> field. | # Enter the value into the <b>Code name</b> field. | ||
| − | # Select the Save button. | + | # Select the <b>[Save]</b> button. |
===Code Fields Explained=== | ===Code Fields Explained=== | ||
Latest revision as of 06:33, 3 December 2018
Contents
Business Areas
The Business Area field is a Code Library. Any additions to this field must be done through the Code Library.
Adding values to the Business Area Code Library
- Select Maintenance on the left hand side from the navigation area.
- Select the Code Library folder from the More drop down tab.
- You will see a list of Library Codes, locate the Business Area Library Code and select it.
- Select the Codes subfolder from the left menu.
- Select the [Add New Record] button.
- Enter the business area name into the Code name field.
- Select the [Save] button.
Fields marked in bold are mandatory and must be filled in before the benefit can be saved
To enter additional codes into this Code Library
- Select the Codes subfolder from the left menu
- Select the [Add New Record] button.
- Enter the value into the Code name field.
- Select the [Save] button.
Code Fields Explained
| Field Name | Description |
| Selected by Default | If you want this value to be the default in the drop down then check this field. |
| Code | System recognised code name.
|
| Code name | The value you wish to appear in the drop down |
| Code short name | This is the name you can use for searching |
| Code numeric representation | Ordering for Codes |
| Other name | Alternative Name for Codes |
| Category code | Used for Grouping Codes together |
