Region

Created on Aug 25, 2023 | By Kalpesh Patel
Last Updated on Apr 09, 2024
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Region

Introduction/Purpose: 

The region component in financial systems organises data by area, assisting with compliance and analysis. It ensures effective management and insight into regional financial performance.

How To Navigate: 

The navigation includes the following steps for viewing the region in the Financial Accounting system.

  • Click on the master tab: The master can be accessed by clicking on the master tab on the side menu.
  • Click on the region:  The region can be accessed by clicking it from the geolocation section.

Listing:

A region listing in a Financial Accounting system is a feature that provides a list of all regions.

  • Users can view the following information on the region listing page
    • Region name 
    • Country 
    • Approval status 

User can perform the following actions 

  • Add New: The “Add new” function allows you to create and add new regions or entries to the system. 
  • Show all listing records: The “Show all listing” function is to display and update a list or collection of regions within a system or interface.
  • Clear cache: The “Clear cache” refers to the process of deleting temporary files, data, or stored information that is stored in a cache. 
  • More options: The “More options” function provides the user with more actions or functionalities.
  • Print records: The “Print records” feature allows users to print content by opening a print dialogue or displaying a preview of the content to be printed.
  • Search: The “Search” function allows the user to look for a specific entry within the available data and presents the results that match the search parameters..
  • Quick search: The” Quick Search” function allows users to quickly search and locate specific regions within the system.

Recording & Update:

Add New Region: 

  • Region name: The “Region name” refers to the name or label assigned to a specific region. It is a unique identifier that helps distinguish one region from another within the system. 
  • Country: The “Country” refers to the country to which a particular region belongs. 
  • Status: The “Status” refers to the current state or condition of the region. It could represent whether the region is active, or inactive

Users can perform the following actions 

  • Submit: The “Submit” function allows the user to submit the required information while creating a new region.
  • Discard: The “Discard” function allows the user to cancel the submission of information provided at the time of creating a new region.
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