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Identification mask

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Location: Configuration arrowrgray Identification mask

 

Prerequisites:

None

Optional:

Attribute

 

Overview:

Identification masks must be configured to easily and quickly automate and standardize the identifiers (ID #s) of the objects created in the system. Use this menu to create all the identification masks that may be applied to the business partners (companies) created in the system.

 

Specific Buttons:

new

Click on this button to add a new identification mask. See further details about this operation in the Configuring an identification mask section.

edit

Click on this button to edit the identification mask selected in the list of records.

delete

Click on this button to delete the identification mask selected in the list of records. To perform this operation, confirm the request performed by the system. The system will request the countersign when clicking on it if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

status

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter, in the search filters panel. The system will request the countersign when clicking on it if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).

 

Use the "Search filters" to easily retrieve records based on specific information.