3.1.2 Registering Columns
The Placeholder Columns are categorized under the different domains to be used for different purposes.
The procedures to register the listed Columns are similar. To register a column:
- Navigate to the Summary screen, and click a
Column tile to display the Column Summary screen.
Figure 3-4 Column Summary screen
The summary screen displays the summary of existing Columns with the details Physical Column Names, Name, Description, Registration Status, and Actions icon.
The registration of a Column happens after the Column is approved.
- Click Add New Column to collapse the Column
Summary and to display the Column Details.
When you click Add New Column, the UI displays the Save and Submit for Approval buttons.
Figure 3-5 Column Screen
- Enter the following details:
- Name: This is mandatory. Specify the required logical name of the column.
- Description: This is a mandatory field. Specify the required description of the column.
- Property Name: This is an optional field used to select a relevant Property from the drop-down list, as applicable to the Column.
- Property Value: Double click to display a drop-down where you can select Yes if it is applicable to the Column.
- Comment:Specify any maker/approver comment. Note that
special characters *, newline, and double quotes are not allowed.
The Details section displays the Physical Column and Data Type Information that the column uses for user reference. As and when a registration takes place successfully and the Physical Column is utilized, the next registration process proceeds to take the next-in-numerical-order physical column available for registration.
- Click Save. The details are saved as a Draft and are displayed on the Summary screen. You can change the Name, Description, and Comments later by double clicking the details.
- Click Submit for Approval to send the column
details for approval.
OR
Select a Name from the list and click the Actions icon to View, Edit, Submit for Approval, or Delete the Column. Editing, Submitting for Approval, or Deleting procedures are similar to Dimension Edit, Submit for Approval, or Delete procedures.
Note:
- You can delete a registration when it is in Draft state.
- If the selected Column is in Approved state, then the Actions menu displays only View, Edit, and Submit for Approval actions.
Domain Types
The below domain types are available for each of the Cloud Service:
Table 3-1 Domain Types
Profitability and Balance Sheet Management Cloud Service Domain Types | Accounting Standards Cloud Service Domain Types | Climate Change Analytics Cloud Service Domain Types |
---|---|---|
|
|
|