To create a new functional unit definition

The procedure to create a new functional unit definition is as follows:

1. Navigate to Quick Menu > System > Configuration > Functional Unit Definition. The Functional Unit Definition window is displayed.
2. Click on New Functional Unit. All fields are activated ready for data entry 1.
3. Enter a Functional unit name into the field provided 2.
4. Using the Type of functional unit drop-down field, select the appropriate categorisation for the functional unit i.e. Base, Group or Asset.
5. Using the Classifications drop-down field, multi-select all custom labels applicable to this functional unit, or choose the All option, as required 3 1.
6. Use the Description field to add contextual information in support of the functional unit.
7. Using the Company drop-down field, select the company for which this functional unit is relevant.
8. Where the functional unit will be employed in service charge calculations, activate the Service charge applicable tick box provided.
9. Choose an Effective from date for this functional unit i.e. the date on which it came into effect 4.
10. Choose an Effective to date if the functional unit is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the functional unit will be continually valid.
11. Click on Save 5.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is de-selected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Functional Unit button is inactive.

2 System validation rules ensure that the name entered for each functional unit definition is unique for the effective period.

3 These classification labels can be assigned to functional units for extended reporting and analysis opportunities.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 To amend the details of an existing definition, select a functional unit from the alphabetical list or type its name into the Search Functional Units field. By default the list is filtered to show Current functional units. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.

See related topics...

Functional unit management overview

To clone a functional unit definition

To add entity criteria to a functional unit definition

To create a new functional unit classification

To add a functional unit to a user account