Setup Properties Grid

Make the following menu selections to display this grid:

eFinancials—Setup—Global Setup—Properties or
ePO
—Setup—Properties

Use this grid to set up or manage properties. This menu item is available for Standard Setup only.

Grid Fields

ClosedGrid Fields

The following fields appear on the tab:

Add Property

Use this button to add a property name.

Find

This field defaults to PropertyID; 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 property name, click the Name column title and the find field label changes to Find Name.

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.

Property ID

The property identification that appears on lists and in reports. Click this column title to sort the list and change the Find field. Click a property identification to select the property.

Name

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

Address

The property address entered on the property Address Tab. This address 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 property. Click the icon to upload documents for the property.

At least one document is currently stored for the property. 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 to delete a property.

Tab Fields   

General Tab

Exp. Codes Tab

Address Tab

Mailing Tab

Billing Tab

Groups Tab

Periods Tab

Banks Tab

Procedures

ClosedTo Add a Property

  1. Click Add Property. The property tabs display.
  2. Use the General Tab, Address Tab, Mailing Tab, Billing Tab, User/Group Access Tab, Groups Tab, Periods Tab, and Banks Tab field lists to complete the tabs.
  3. Click Save.

ClosedTo Edit a Property

  1. Click the ID link for the property you want to edit. The property tabs display.
  2. Use the General Tab, Address Tab, Mailing Tab, Billing Tab, User/Group Access Tab, Groups Tab, Periods Tab, and Banks Tab field lists to edit the tabs.
  3. Click Save.

ClosedTo Delete a Property

  1. Click the Delete icon for the property you want to delete. The property tabs display.
  2. Select the Confirm Delete button. The setup tab displays again.

See Also

To Delete a Property

User/Group Access Tab

Properties Overview