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Access Group

2 views 0 May 31, 2021 kbadmin

You can access Group sub-module by clicking the LHS link Master Data > Group. Upon clicking this link, the Group page is displayed as depicted in the following figure:

The Group page displays existing group details such as Group ID, Group Name, Group Level, and Sub Group Of. You can also click the  button to select additional details to be displayed. These include Reporting To, IsActive, Row_Key, Full Group Name, Address1, Address 2, City, and State/Province.

The Group page banner contains a button, which upon clicking provides you the option to toggle Groups between List View and Tree View. By default, List View is selected as you see in the preceding figure. If you select Tree View, the Groups are displayed as you see in the following figure:

This page also provides you options to search for existing group records, create new group records, edit existing group data, copy existing group data to create new record, and so on.

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