To remove entity criteria from a functional unit definition

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The procedure to remove entity criteria from a functional unit definition is as follows:

  1. Navigate to Quick Menu > System > Configuration > Functional Unit Definition. The Functional Unit Definition window is displayed.
  2. Select a functional unit from the alphabetical list or type its name into the Search Functional Units field; where the functional unit is a member of a group, expand the group heading as a prerequisite step. 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 1.
  3. Within the Functional Units Criteria summary table, activate the Select tick box against each criteria entry to be removed 2.
  4. Click on Remove 3. The Remove Criteria window is displayed.
  5. Enter the Date to remove from using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the criteria is no longer applicable to the functional unit.
  6. Click on Save. The selected entries in the Functional Units Criteria summary table reflect the revised Effective to date.


Note

1 The Search Functional Units field will match against any element of the functional unit name.

2 It is important to only group together criteria entries where the desired expiry date is identical.

3 This option is available only in the instance where the Select tick box has been activated for one or more criteria entries.


See related topics...

Functional unit management overview

To add entity criteria to a functional unit definition

To create a new functional unit definition