Department modal form
Departments describe the organizational structure, responsible persons, and related accounting settings.
Open the form from the : select Create, or select a record and choose Edit. Fields marked with an asterisk are required.
Form sections
The form contains General data and Organizations and accounting settings. Switch sections from the left menu or tab bar; unsaved values remain in the current card until you select Save.
Related tables use columns such as Department, Allocated cost account, Organization and Warehouse. Add a row with the relevant button, complete its card, and confirm the changes.
Fields
| Field | Required | How to complete it |
|---|---|---|
| Department type | Yes | Select a value from the available list. |
| Name | Yes | Enter the field value. |
| Chief | Yes | Select a value from the available list. |
| Parent department | No | Select a value from the available list. |
| Sort order | No | Enter the field value. |
Validation and saving
Required fields in the verified form states include Department type, Name and Chief. Before saving, make sure every visible field marked with an asterisk is complete.
Select Save to remain in the form or Save and close to return to the previous page. Cancel closes the card without recording the current changes. The copy command creates a new card from the selected record; verify every field before saving it.
Related forms
- — search and manage records.
- — select a record in the context of another form.