For a Code and Records-based Manager

A Code and Records-based manager needs an attribute form to define a code "class." Defining code classes makes it convenient for users to categorize the information that appears on the sheets.

Note: Be careful about class names. Do not use the same class name that is being used by another Code and Records-based configurable manager: Unifier is unable to distinguish class names between managers. The best way to avoid redundant class names is to preface the class name with the name of the manager it belongs to, such as "Inventory—Heavy Equipment."

  1. Go to the Company Workspace tab and switch to Admin mod.
  2. In the left Navigator, click uDesigner > Configurable Modules.
  3. Select New > Code and Records. The Edit Studio window opens.
  4. Use the information in the following sections to complete the Edit Studio tabs.

General Tab

  1. Use the information in the table below to complete the General tab.
  2. Click Apply; then click the Options tab.

In this field:

Do this:

Name

Enter a name for the manager. The name can be up to 64 characters long and can include alphanumeric characters, spaces, and punctuation marks.

Description

(Optional) Enter a description of the manager. A description is optional, but recommended.

Type

This field confirms that you are creating a configurable manager.

Sub-Type

This field confirms that the new manager is Code and Records-based.

Level

Specify whether this manager will be at the company level or project/shell level.

Sheets

Specify how many sheets the user can create for the manager. Multiple means the user can create any number of sheets for the manager to monitor. Single means the user can create only one sheet for the manager per company or per project/shell.

Records Log

Specify whether the manager sheet should be a flat list, or a tree that will expand to show items within a code class.

ID

Select an ID for the manager. You can create up to 25 configurable managers.

Options Tab

The Options tab is where you can specify the data elements that should appear on the manager sheet. You can add any currency, decimal, or integer type data elements. If these elements are present on Cost or Line Item business processes designed for the manager, the values from these elements will roll up to the sheet.

Business processes designed for the Standard Cost Manager roll up only currency amounts to the cost sheet. However, Cost and Line Item BPs designed for a configurable manager can roll up other amounts, such as quantities, in addition to currency amounts.

These data elements work in conjunction with the data elements that were created for the manager's attribute form using the SYS BP Currency, Decimal, and Integer Amount data definitions (see Design Requirements for a Code and Records-based Manager). These data elements serve as containers for collecting the values from the data elements you specify here on the Options tab.

Note: After you set these fields, they cannot be changed or removed, even if you leave them empty.

To add a data element:

  1. Click the Add button. The Select Data Elements window opens.
  2. Select the currency, decimal, or integer type element you want to include on the manager sheet and click Open.

    (To add multiple elements, hold down the Ctrl key while you select the elements.)

  3. Click OK.

Related Topics

Completing the launch


Last Published Monday, June 3, 2024