5.2 Process to View Definition

This topic describes the information about View List of Definitions.

User can view the list of definitions created in the system and search for a particular definition.
To view the list of definitions:
  1. From Home screen, click Collections. Under Collections, click Maintenance.
  2. Under Maintenance, click Auto Number Generation, then click View Definition.
    The View Definition screen is displayed.

    Figure 5-2 View Definition


    Description of Figure 5-2 follows
    Description of "Figure 5-2 View Definition"

    For more information on fields, refer to the field description table.

    Table 5-2 Field Description: View Definition - Tile

    Field Name Description
    Entity Type Displays the entity type.
    Product Processor Displays the product processor code.
    Branch Displays the name of the branch.
    Sequence Reset Displays the frequency of reset for auto number generation logic for an entity type.
    <Authorization Status> Displays the authorization status of the definition.
    The possible values are:
    • Unauthorized
    • Authorized
    <Record Status> Displays the status of the record.
    The possible values are:
    • Open
    • Closed
  3. On the View Definition screen, click
    Search

    icon.
    The View Definition - Search screen is displayed.

    Figure 5-3 View Definition - Search


    Description of Figure 5-3 follows
    Description of "Figure 5-3 View Definition - Search"

  4. On the View Definition - Search screen, specify the Search Filter to fetch the required Definition.

    For more information on fields, refer to the field description table.

    Table 5-3 Field Description: View Definition - Search

    Field Name Description
    Product Processor Indicates the product processor code.
    Entity Type Indicates the entity type.
    The options are:
    • Case
    • Strategy
    • Task
    • Segment
    Branch Indicates the name of the branch.
    Authorization Status Indicates the authorization status of the definition.
    The options are:
    • Authorized: Select this option if user want to search for a definition with Authorized status.
    • Unauthorized: Select this option if user want to search for a definition with Unauthorized status.
    Record Status Indicates the status of the record.
    The options are:
    • Open: Select this option if user want to search for a definition in Open status.
    • Closed: Select this option if user want to search for a definition in Closed status.
  5. Click Search to display the required definition.
  6. On View Definition screen, click icon to Unlock, Delete, Authorize or View the created definition.
  7. Click Unlock to modify the created definition.
    The Create Definition - Modify screen is displayed.

    Figure 5-4 Create Definition - Modify


    Description of Figure 5-4 follows
    Description of "Figure 5-4 Create Definition - Modify"

    For more information on fields, refer to the field description table.

    Table 5-4 Field Description: Create Definition

    Field Name Description
    Product Processor Indicates the product processor.
    Branch Indicates the branch name.
    Entity Type Indicates the entity type for which the auto number should be generated using the definition.
    User Sequence # Reset Frequency Indicates the frequency at which the system should reset the auto number generation logic for an entity type.
    Max Length Indicates the maximum length of the number that is generated.
    Length Toggle to indicate whether system should generate number with variable or fixed length.
    Add Check Digit Toggle to indicate whether system should add a check digit at the end of the auto number generated for the selected entity type.
    <Unit Details> This section is used to specify what the number should constitute and the sequence of the same in the auto number to be generated.
    Sequence Indicates the sequence of the unit in the auto number generation logic. The value of the unit appears in the generated auto number as per the sequence number.
    Units Indicates the unit with which the system should generate the number.
    Value Indicates or displays the length of the unit.
    Enabled Toggle to indicate whether the unit is active.
  8. Click Save to update the modified fields.
  9. Click View to view the created definition code.
    The Create Definition - View screen is displayed.

    Figure 5-5 Create Definition - View


    Description of Figure 5-5 follows
    Description of "Figure 5-5 Create Definition - View"

    For more information on fields, refer to the field description table.

    Table 5-5 Field Description: Create Definition

    Field Name Description
    Product Processor Indicates the product processor.
    Branch Indicates the branch name.
    Entity Type Indicates the entity type for which the auto number should be generated using the definition.
    User Sequence # Reset Frequency Indicates the frequency at which the system should reset the auto number generation logic for an entity type.
    Max Length Indicates the maximum length of the number that is generated.
    Length Toggle to indicate whether system should generate number with variable or fixed length.
    Add Check Digit Toggle to indicate whether system should add a check digit at the end of the auto number generated for the selected entity type.
    <Unit Details> This section is used to specify what the number should constitute and the sequence of the same in the auto number to be generated.
    Sequence Indicates the sequence of the unit in the auto number generation logic. The value of the unit appears in the generated auto number as per the sequence number.
    Units Indicates the unit with which the system should generate the number.
    Value Indicates or displays the length of the unit.
    Enabled Toggle to indicate whether the unit is active.

Parent topic: Auto Number Generation