Associating a Party Characteristic Type with a Division

Prerequisites

To associate a party char type with a division, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Division)

Procedure

To associate a party char type with a division:

  1. Search for the division to which you want to associate a party char type.
  2. Click the Party Char Types tab in the Division screen.

    The Party Char Types tab appears. It contains the following field:

    Field Name Field Description
    Division Indicates the division.
    Note: The Search (The Search Icon) icon appears corresponding to the Division field. On clicking the Search icon, the Division Search window appears where you can search for a division.

    In addition, it contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Characteristic Entity Used to indicate whether the characteristic type is valid for a person or an account in the division. Yes (Conditional)
    Note: This field is required when you are associating a party char type with the division.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Division.
    Yes (Conditional)
    Note: This field is required when you are associating a party char type with the division.
  3. Enter the required details in the Party Char Types tab.
  4. If you want to associate more than one party char type with the division, click the Add (The Add Icon) icon and then repeat step 3.
    Note: However, if you want to remove a party char type from the division, click the Delete (The Delete Icon) icon corresponding to the characteristic type.
  5. Click the Save button in the Page Title area.
    The party char type is associated with the division.

Related Topics

For more information on... See...
How to search for a division Searching for a Division
Party Char Types tab Division - Party Char Types
Division screen Division
How to define a division Defining a Division