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Navigating to Units

FINANCE > NETWORK MANAGEMENT > MANAGE UNITS

Explaining Units Fields

Name

Description

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

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

AVAILABLE FROM CRM.COM R9 - An Account Receivable can be also added to the Unit's contact. CRM.COM uses this information for Reward Settlements

Group*The group for that unit
Community*The community for that group.
Sub-Units
(Read Only)

A section that displays all the sub-units that belong the unit. The section includes the following fields:

  • Number
  • Name
  • Group 
  • Description

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

Users
(Read Only)

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

Covered Geographical Areas
It defines a list of geographical areas which are covered by the specific Unit. 

Mandatory on conditions: This information is mandatory only if the "Set as Owner Unit automatically based on Covered Geographical Areas" option is enabled. A unit might be covering more than one geographical areas.

Note: Option to automatically assign unit based on Geographical area is also done on ACR. The system will first go through ACR and then will proceed with checking and assigning through UNITS configuration

Assign Unit automatically based on Covered Geographical Areas

If enabled then the specific unit will automatically be set as assign to unit of the assignable record, during the creation of the assignable record, only if the location of the customer is within the covered geographical area. If more than one units are covering that area then the automatic assignment is not performed.

In order for the system to decide which Unit to be applied it will compare the Geographical Area set at the Unit against the areas defined on the assignable entity. For each entity different area will be considered

  • Activity: Will retrieve the areas from all the addresses defined on the contact
  • Job: Will retrieve the area from the address defined as Job address
  • Lead: Will retrieve the areas from all the addresses defined on the contact
  • Service Request: Will retrieve the areas from all the addresses defined on the contact
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

ActionValidationsRestrictions
Create
  • Not Applicable
  • Not Applicable
Save
  • All Mandatory Fields are provided
  • Multiple Units can exist in the system, but each one should have a unique number, name and alternative code.
  • Each Unit can belong to only one Group.

Creating a Unit

  1. Search using the criteria available in the summary page
  2. From the top menu click on the NEW to open the Units data entry page
  3. MAIN INFORMATION
    1. Provide the mandatory information
      1. Name
      2. Alternative Code
      3. Classification
      4. Group
      5. Description
  4. CONTACT INFORMATION
    1. Select between Company and Person and provide the information required for each
      1. Person
        1. Title
        2. First Name
        3. Last Name
      2. Company
        1. Name
    2. Click on ADD MORE INFORMATION to open the Contact Information modal and provide any additional information
    3. Account Receivable: Create a New account or Select an existing Account Receivable that the Contact will be related with for the specific Unit 
  5. COVERED GEOGRAPHICAL AREAS
    1. Seelct the checkbox if you would like to apply the Covered Geographical Areas function.Units - Covered Geographical Areas

    2. Click on ADD under Covered Geographical Areas and provide information related to the Area District and Town. 
      All values provided in a single line will need to be met in order for the group to be automatically set.

  6. From the Action Menu click on Save
  7. LOG INFORMATION

    1. The following information is automatically set by the system on saving the Communities

    2. 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

Creating a Sub Unit

  1. From the Action Menu click on ACTIONS > ADD NEW SUB-UNIT
  2. Units data entry page will be opened as a modal
  3. Provide all the information as described above

System Processing

  1. The uit will be saved and a unique number will be assigned

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