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Creating Groups

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What does this section cover?

Navigating to Groups

Finance Application > Network Management > Manage Groups

Explaining Groups Fields

Name

Description

NumberAn auto generated number which uniquely identifies the group
Name *The name of the group
Classification *A classification of the group which can either be internal or external
Alternative Code *The alternative code of the group
DescriptionA description of the group
Contact Information *

The contact details for that group. It can be a company or a person

Community *

The community for that group.

Set as Owner Group automatically based on Covered Geographical Areas

If enabled then the specific group will automatically be set as the owner group of a record, during the creation of the record, only if the location of the customer is within the covered geographical area. If more than one groups are covering that area then the automatic assignment is not performed

Units

A section that displays all the units that belong the group. The section includes the following fields:

  • No.
  • Name
  • Group
  • Path
  • Description

Units can be added to a group through the Add new Unit action which is available through the Actions menu or the units page

Users

A section that displays all the users that belong the group. The section includes the following fields:

  • Person Name
  • Username

Users can be added to a units through the users page

Log informationLog details for the group which includes the global log details component
Covered Geographical Areas

It defines a list of geographical areas which are covered by the specific Group. 
Mandatory on conditions: This information is mandatory only if the "Set as Owner Group automatically based on Covered Geographical Areas" option is enabled. A group might be covering more than one geographical areas.

AreaThe area of the covered geographical area
DistrictThe district of the covered geographical area
Town / CityThe town / city of the covered geographical area

 

Creating & Saving, Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
Create
  •  
 
  •  
Save 
  •  
  •  

 

Creating an Accounts Receivable 

 

  1. Search using the criteria available in the summary page
  2. From the top menu click on the New to open the Groups data entry page
  3. Rest of the steps

  4. ATTACHMENTS

    1. Add any files or URLs related to the entity.

      Check  General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload. 

      1. For adding a file
        1. Click on Add > Upload File
          Attachments - Upload File 
        2. Drag and Drop the file in the modal 
          OR 
        3. Click in the modal
        4. Select the file to be uploaded
        5. Click on "DONE"
        6. Notes: Provide notes related to the upload
      2. For adding a URL
        1. Click on  "ADD"
          Attachments - URL 
        2. Attachment: Specify the URL
        3. Notes: Provide notes related with the URL


  5. LOG INFORMATION

    The following information is automatically set by the system on saving the Groups

    1. Log information section keeps all the logging information related to the specific record

      • Basic set of information available in all entities
        • Created By User: The user that created the entity
        • Created By Unit: The unit of the user that created the entity
        • Updated By User: The user that last updated the entity
        • Updated by Unit: The unit of the user that last updated the entity
        • Date Created: The date the account was entity
        • Date Updated: The date the account was last entity
          LOG DETAILS


  6. From the Action Menu click on Save

System Processing

 

Visit /wiki/spaces/WIP/pages/10010220 Groups for business examples related to Creating Groups


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