Code and Records-based Configurable Managers
A Code and Records-based configurable manager allows you to define codes and capture data using records. This type of manager allows multiple classes of sheets and records to be created (each with its own coding structure).
For a Code and Records-based manager, you must first create the manager sheet. The system automatically adds information to the sheet as it is gathered from records that were created from business processes tied to the sheet.
For example, a Parts Manager could be created to do the following:
- Categorize parts by type (or class) by creating records for classes
- Track inventory at various locations
- Maintain basic cost information
- Track parts transactions (bought, sold, received, or shipped)
- Monitor costs generated by transactions
See Also
Configurable Managers (Configurable Modules)
Code-based Configurable Managers
Access a Configurable Manager (Configurable Modules)
Reverse auto-population and Code and Records-based Managers
Creating Sheets and Records for a Code and Records-based Manager (Standard View)
Creating Sheets for a Code-based Manager (Standard View)
Working with Configurable Manager Sheets (Classic View)
Working with Configurable Manager Sheets (Standard View)
Working with Configurable Manager Logs (Standard View)
Bulk Editing Configurable Manager Records
Printing a Configurable Manager Form
Last Published Sunday, July 20, 2025