Create a new Division

Create a new Division

1. To create a new division, go to Data Library > Division.

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2. The Divisions tab appears. Click Add Row in the ribbon bar or press the Insert key on the keyboard.

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3. The Division window appears. Fill in the Name and the Code fields. Both are mandatory.

Divisions must be unique within the database.

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4. The Status field will automatically default to Active. Enter any notes pertinent to the division in the Notes section.

5. Click the Details tab. This section is used to capture custom field values. Populate any custom fields per your organization's requirements.

6. Select Apply or OK, located at the bottom of the page to save changes.

Clicking Apply saves the changes and opens a new setup window, allowing you to quickly make another entry. Clicking OK will save the changes and close the setup window.

To view the Divisions tab and all divisions that have been set up, refer back to the steps above, where you opened the Division tab.

Any ribbon menu, where there is a Send To function, lets you send the contents of the active tab to Excel.

The available columns on the Divisions tab are:

  • Name

  • Code

  • Status

If there is a column header that is not currently in view when the page is open and you would like to see it, right click any column header, and select Column Chooser.