User Manual 2.2/Common Functions

Definition

Common functions are elements that repetitively appear in the application. They include, fields, tabs and processes that are executed while working with the application.

The common elements listed below are not explained in any other section of the document.

Accounting

Every executed operation goes through the accounting process by design. In windows where the the Accounting tab appears, the user sees accounts assigned to the selected records.

Translations

The application is designed to work in different languages, which a user can choose logging in.

The Translation tab appears in all the windows that include records that may be translated. To define a Translation tab, first create a Translation table.

Entity

Entity is a company or a legal entity. Information cannot be translated among businesses. The application is designed to work in a multi-company mode, which means that it can operate with various entities that are completely independent.

Organization

An organization is a business unit. Each entity can have more than one business units defined. Organizations can be described as departments, divisions, etc. and can be located in different regions or countries. Every organization is managed independently, however its possible to share information among them.

Name

Descriptive Name that can have up to 60 characters.

Description

This tab allows the user to introduce a short description of a selected record. It is limited to 255 characters.

Active

This check allows the user to activate and deactivate a record. It means that a record cannot be selected, however content is seen in reports. There are two reasons to deactivate a record instead of deleting it:

• The application requires the record its operations
• The record is used in other records

For example, it is impossible to delete a Business Partner if any outstanding invoices exist. Deactivating a Business Partner assures the user is not able to process the documents with this Business Partner. In addition, any outstanding issues are not lost.

Summary level

It indicates a record is a parent folder and is associated to any node.

Currency

Indicates the currency that is used while processing a record. Used in processes and reports.

Reference Number

Reference number allows a quick and easy search of a particular record. If a record is saved without indicating a number, the system generates one automatically.