Editing a region

You can make changes to an existing region on the Region screen.

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Setup > Corporate > Region.
    The Region screen appears.

  1. In the table, edit the name, short name, code, or whether you want to include the region in reports as necessary.

    region screen

    Fields on the Region screen

    Field Description Notes

    Audits

    View a history of changes to the screen.


    Add Row

    Create a new row.


    Search

    Type your search criteria in the field. The table automatically updates to meet the search criteria.

    Name

    Name of the region.

    Short Name

    Alternative short name for the region.

    For example, if you have a Pacific Northwest region, the short name might be PacNW.

    Code

    A unique identifier provided by your organization.

    For example, if you have a Pacific Northwest region, the code might be PNW.

    Exclude from corporate reports

    If selected, this region will not appear in reports.


    Conflict

    Indicates that the new row cannot be saved because a required field is empty or contains a duplicate entry.

    This icon appears only if you are adding or editing a row.


    Delete

    Removes the row from the table.



    Clone

    Creates a copy of the row.


    Your changes are saved automatically.
    For more information, see Region.