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Add New Structure

6 views 0 June 1, 2021 kbadmin

The Add New Structure option enables you to create new Structure records in the database. Perform the following procedure to create a new Structure record:

  1. Click button.

The Structure – Add page is displayed.

2.Populate the form with required details as tabulated:

Field Description
Fields marked with (*) are mandatory.
Structure ID Enter a unique ID representing the Structure.

You can also click  button to pick a Structure name from the Lookup window.

Structure Entity ID Enter the Structure Entity ID.
Structure Level Click the drop down list and select the level of the Structure. The available options range from Level 1 to Level 99.

You can also click  button to view the Option List.

Structure Entity Name Enter the Structure Entity Name.
Entity Role Enter the role of the entity.
Report to Structure Enter the parent structure name.

You can click  button to pick a structure from the Lookup window.

You can also click  button to view the Option List.

Full Structure Name This field is disabled.
Structure Payee ID Enter the payee ID.

You can click  button to pick a payee ID from the Lookup window.

You can also click  button to view the Option List.

Effective_Start_Date Click the text field adjacent to this field and pick the effective start date from the calendar.
Commission Rate Enter the commission rate percentage.
Effective_End_Date Click the text field adjacent to this field and pick the effective end date from the calendar.
Commission Amount Enter the commission amount.
Flexi Text 1 This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Text 2 This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 1 This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 2 This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 3 This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Owner This field is auto populated with the name of the user who has created this record.

3.Click button to save the Structure information.

You can also click  button to save the Structure information and add another Structure.

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Popular Search:Getting Started