Creating new Zone (SU09) record

In the Zone (SU09) view, you can create a new record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new record is controlled by the permissions assigned to the resource within the role. Specifically, the resource assigned to your role must include the 'Create' operation.

Creating a new Zone record:

  1. On the Zone (SU09) view, from either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Zone(SU09)/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup Lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter the new Zone code. You can enter up to 8 alpha numeric characters. This is a mandatory field.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Zone and click Continue, the details page for that record opens in edit mode.

  4. The Zone Detail page opens for the new record. All of the fields on this page are blank. There are no mandatory fields on the Details page. The following field exists on the details page:

    • Zone Name – enter a Zone Name for the new Zone. You can entere up to 30 alpha numeric characters in this field.

    Warning:If you Personalize the Zone-Details page, you must include all of the required fields. If you do not include all of the required fields, you will not be able to save records in the Personalized view.

  5. When all of the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new record.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the Zones are set up.

 
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