dspConduct

Add Organizational Units

This task is performed by a Designer.

Before performing this task, Org Unit source tables must exist in a content database. The source tables are used as Org Unit list sources in dspConduct™ configuration, so that the Org Units can be applied as Org Unit Types within each category. There is no restriction to the number or type of Org Units that may be configured.

All Org Units are global, defined at the configuration level and used across categories. Once added, an Org Unit record cannot be edited. If changes need to be made to an Org Unit, delete the record and add a new Org Unit.

The Org Units page is used to register lists (source tables) that reside in any content database.

NOTE: Org Units are an optional feature.

To add organizational units:

  1. Select dspConduct > Configuration > Org Units in the Navigation pane.

  2. If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Org Units page

  3. Enter a unique name in the ORG UNIT field.

    NOTE: This name describes the Org Unit, such as Plant or Company. It can contain all letters, 0-9 and underscores only.

    NOTE: The Org Unit name must be unique. If the user attempts to save an Org Unit with a name that belongs to an existing Org Unit, an error message displays. The user must delete this Org Unit and re-enter it.

  4. Select a value from the LIST DATA SOURCE ID list box.

    NOTE: This data source contains the table or view that provides Org Unit values and must be registered in the platform. Refer to Register a Data Source in Common for more information.

  5. Select a value from the LIST SOURCE list box.

    NOTE: The list source is a table or a list that contains all the possible values for Org Units. There can only be one row per value in the VALUE FIELD. For example, the list source cannot require a Where clause or be language dependent.

  6. Select a value from the VALUE FIELD list box.

    NOTE: The value field is a column from the list source that provides the actual Org Unit values used to process a request, e.g. WERKS is the value field that provides Org Unit values for Plant in request processing.

  7. Select a value from the DESCRIPTION FIELD list box.

    NOTE: This value is the name of the field that contains the description for the VALUE FIELD.

    NOTE: Description field is optional, but should be chosen if it exists in the List Source.

  8. Enter optional text in the COMMENT field.
  9. Click Save.

Continue with Add an Org Unit to a Category.