Region Information |
  
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There are three types of Regions that can be set up:
1- Accounting - Regional Information can be set up to run reports and accounting exports based on separate regions or tax corporations. Creating a region and allocating specific locations belonging to that region allows financial tracking (by region configured with specific locations.) It also allows you to perform Daily Close 2 or Daily Close 3 by region as opposed to by location, which may save time when your company has many locations.
2 - Claim Generation - (Australia only) Regional Information can be defined for Claim Generation. Locations for B&M Claim Generations can be assigned to a Claim Generation Region. This allows users to run a Claim Region within CLAIM GENERATION and generate all the new B&M Claim associated to the locations assigned to that claim region.
3 - Reporting - A reporting region can be set up to run reports by a configured group of locations. Once a reporting region has been configured, each user will be allowed to run reports based on region for the locations assigned to their user id within APPLICATION USERS > USER LOCATIONS. If a user does not have permission for a location within a reporting region, that location's information will be excluded from the report results. It is important to note that a location can belong to multiple reporting regions. When this occurs, the reporting results when selecting ALL reporting regions may be duplicated.
4 - Security - A security region can be set up to allow security access to a configured group of locations. This security group can then be assigned to a user id within APPLICATION USERS > USER LOCATIONS. This security group configuration allows one click location assignment for the user as opposed to multiple location assignments. A location can belong to multiple security regions.
Click ADD to add a new region. Select whether to add an ACCOUNTING, CLAIM GENERATION (Australia only), REPORTING or SECURITY region.
To edit an existing region, select that region from the drop down list and click CHANGE. Additional locations or edits to existing locations can be done in CHANGE mode. To delete an existing region, select that region from the drop down list and click DELETE.
To ADD a region:
REGION TYPE - Select either ACCOUNTING, REPORTING or SECURITY as the region type.
REGION CODE - Enter a 3 digit alphanumeric code for this region.
DESCRIPTION - Enter a description for this region.
Next, ADD the locations that will be allocated to this region. If the required location is not available in the drop down list of locations, the location will need to be added first in LOCATION INFORMATION.
NOTE: Access to report results for selected Region will still be determined by the user's location permissions within APPLICATION USERS. This means if selecting to run a report by region, only the users's allowable locations will be included in the report results.
Common accounting region-related reports and tasks include: Export Purchase Transactions, Export AP Payment Transactions, Aged A/R, Aged A/P, Detailed Revenue Report by Account, Daily Close 2, Daily Close 3.
Common reporting region-related reports include: Product Sales Report, Product Activity Report, Detailed Revenue Report by Account, Product Report.
Click SAVE to store your changes. Click EXIT to close the window.