Through Operational Entity Type screen you can define operational entity types in the system. Each operational entity defined in the system must belong to a particular entity type.
You can also modify the existing operational entity type details through this screen.
To define and modify an operational entity type:
On the System Administration module, click Basic Configurations, click Operational Entities, and then click Operational Entity Type.
In the Entity Type code box and the Entity Description box, enter the entity type code and description respectively.
Select Parent Entity Type of the newly created entity type. The parent-child hierarchy is maintained in order to simulate the organization chart and setup the process flows and roles/privileges accordingly.
Select Category of the entity type from the drop-down. Entity type can be divided into two broad categories: Internal and External. Internal category is the internal unit of the service provider and operates within a specific region whereas external category is external to the service provider but performs certain activities on his behalf.
Select the required check boxes to allow the entity type to perform the business functions. The business functions available in the system are, Booking New Orders, Receiving Payments, Holding Inventory, and Responsible for Customer Dues.
Enter the No. Of Concurrent Users in the given box.
Select the default credit rating form Default CR Rating drop down.
Click Save to save the entity type details.
To modify an existing entity type details, enter Entity Type Code in the given field. Else, click the Search Lookup against the Entity Type Code field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Entity Type Code link from the Search Results list in Lookup Search pop up window. The entity type details appear in the screen.
Modify the details and click Save to apply the modifications.