The procedure to configure a functional unit entity stamping profile is as follows:
- Navigate to Quick Menu > System > Configuration > Functional Unit Configuration. The Functional Unit Configuration window is displayed.
- Click on New Configuration. All fields are activated ready for data entry
1.
- Using the Company drop-down field, select the company for which this entity stamping profile is relevant.
- Enter a Default functional unit description into the dynamic search field provided 2. All possible matches are returned in the Functional Unit Search Results summary table.
- Double-click on the row matching the desired functional unit to operate as the default for all system users within the chosen company. The selected record appears in the Default functional unit field.
- Where a scheduled update of all functional unit entities is permitted for the selected company, activate the Scheduled stamping on tick box provided 3.
- Where an asynchronous update of all functional units is permitted for the selected company when an entity is created or updated, activate the Immediate stamping on tick box provided 4.
- Click on Save. The Last updated on and Last updated by fields are automatically populated with the current system date and name of the end user applying the configuration settings respectively.
- For each entity type listed in the Entities summary table, ensure the default settings for Include in scheduled stamping, Immediate stamping on creation and Immediate stamping on update are valid, and apply any required changes. To amend the stamping attributes for an individual entity type: (a) Double-click on the row matching the entity type to be adjusted - The Functional Unit Configuration window is displayed; (b) Using the tick boxes provided, toggle the localised stamping attributes, as required; (c) Click on Save.
Note
1 Upon first access, all fields are automatically activated ready for data entry; hence the New Configuration button is inactive.
2 The field will operate as a dynamic search function and match against any element of the functional unit name based on the successive characters entered.
3 This is the default 'scheduled' setting for an entity stamping profile and will be automatically applied to all related entity types, as displayed in the summary table; a timeout duration of 1 hour is automatically set for all scheduled stamping activities.
4 This is the default 'immediate' setting for an entity stamping profile and will be automatically applied to all related entity types, as displayed in the summary table.
See related topics...
Functional unit management overview
To create a new functional unit definition
