Modify LU Data

Explanation

The lowest level of a company template is the Logical Unit related data. This activity can be used by skilled users to modify an existing company template but the recommended way to perform the modifications is to do the following:

• Create a company from the template to be modified.
• Use the Application to go through basic data windows to modify the data as needed.
• Create a new template from the modified company.

However, it also can be useful to have the ability to change the template data directly. In order to make it easy to understand what the data in the template represents, the column headers for each logical unit will receive a title that corresponds to the header in the basic data form representing the current logical unit.

Note that it is very important to modify the data accurately and to make sure that all other related logical units in the template also are modified accordingly, to get a consistent template as much as possible. The entered data will not be validated.

Each template detail data record must have an Item Identity. It is not possible to enter this identity manually, it will be automatically set to the current highest Item Identity + 1. If the data in a logical unit must be processed in a given order then the Item ID is not a good choice. In this case the logical unit must have an attribute that defines the order.

Regarding access to a company template:

• Normally, a template can only be modified by its owner. 
• A company template super user can modify any template.
• A system template can be modified by the application owner or by a company template super user, regardless of the ownership.

Prerequisites

A logical unit of a component in a template must have been selected, and the corresponding details must have been populated in the Company Template Detail window. 

System Effects

N/A

Window

Company Templates

Related Window Descriptions

Company Template Detail
Company Templates

Procedure

1. Populate the Company Templates window and select a template. Right-click and then click Company Template Component.
2. Select a component, right-click and then click Company Template LU. Select a logical unit, right-click and then click Company Template Detail.
3. Modify, add, or remove template data.
4. Make sure to correct related Logical Units as well.
5. After having completed the modifications of a logical unit, continue with all the other relevant logical units in the component. Next, start the process all over again for another component in the template.
6. After having completed the modifications of a template, verify that the template is OK by creating a test company with the modified template as the source.