Versions Compared

Version Old Version 1 New Version Current
Changes made by

Julie Doyle-Whitelock (Deactivated)

Julie Doyle-Whitelock (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • General Tab
  • User Defined Fields Tab

General Tab

Image Added


Panel
borderColororange
borderWidth2
borderStylesolid
titleIn Framework ECM 2020


Expand
titleExpand for more information

In Framework ECM v7.1, the Product selection is managed through a dialog.  

  1. Select the popup next for Product.
  2. From the filters, either select as many known values starting from House Product, and then click Search.
  3. Highlight the required combination and either click OK or double-click.

Image Added


Info
This structure is dependent on Product validity, set up on Framework Administration.






Changing Division

It is possible to move a client from one region/division to another by clicking the Change Division button. The reason that this may be done is if the client was created against the wrong division or there is a clear and legitimate change in the allocation.

...

Warning

Changing the division for a client has a potentially significant impact on other Framework processes, especially if Framework

...

Integration is in use. Changing the division can break vital links used in these processes. It is recommended that a system administrator be consulted prior to using this function.

  1. Click Change Division. The Change Division Integration Warning confirmation prompt will appear.
  2. Click Yes to change the division. The Change Region/Division confirmation prompt will appear.
  3. Click Yes to change the current client and all jobs for this client.

    OR

    Click No to change the current client only.

...

Info
After changing the division, another job will be automatically selected.

User Defined Fields Tab

The User Defined Fields tab displays fields that have been created using the Customisation function in Framework Administration.


Warning

...

Security permissions can be applied to the UDF tab, but not to the individual fields here.  If a UDF is used on a customised screen, the security permissions can be applied

...

Changing Division

It is possible to move a client from one region/division to another by clicking the Change Division button. The reason that this may be done is if the client was created against the wrong division or there is a clear and legitimate change in the allocation.

Important: Changing the division for a client has a potentially significant impact on other Framework processes, especially if Framework Integrationis in use. Changing the division can break vital links used in these processes. It is recommended that a system administrator be consulted prior to using this function.

...

.