Setup Entities Grid—Standard Setup

Make the following menu selections to display this grid:

eFinancials—Setup—GL Setup—Entities or
ePO—Setup—Entities

Use this grid to manage entities. This menu option is available for Standard Setup only.

Grid

ClosedGrid Fields

Add Entity

Use this button to add an entity. Refer to the add instructions later in this topic.

Find

This field defaults to Entity ID; however, if you click any underlined grid column title, the field label changes to reflect your selection. You can then search for entries based on the field label. For example, if you know the entity description, click the Description column title and the find field label changes to Find Description.

Enter the first few letters or numbers to search for (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Go

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Entity ID

The entity identification that appears on lists and in reports. Click this column title to sort the list and change the Find field. Click an identification to display tabs.

Description

The description of the entity that appears on lists and in reports. Click this column title to sort the list and change the Find field.

Documents

One of the following icons appears in this column:

No documents are currently stored for the entity. Click the icon to upload documents for the entity.

At least one document is currently stored for the entity. Rest your mouse pointer on the icon to see the number of documents stored. Click the icon to view, add, or delete documents.

For more information, refer to the Documents Tab instructions.

Delete

Click the Delete icon to delete an entity.

Procedures

To Add/Edit/Delete an Entity

To Delete an Entity

To Delete an Entity with Transactions

Setup Entities Tabs

General Tab

Consolidate Tab

Accounts Tab

Default Budget Versions

Sales Tax

See Also

Entities Overview