Geo-Entity Maintenance

Navigate: ClosedRecords > Geo-Entities > Geo-Entity Maintenance

Description

You can use geographic entities (geo-entities) within Aumentum Records to group revenue objects together. Other Aumentum modules can then use the grouping for whatever purpose required (e.g., taxation, analysis, reporting). You can define geo-entities for your installation as well as attach and remove revenue objects from them with the Geo-Entity Maintenance task.

Steps

  1. Add, change, and delete geo-entities on the Maintain Geo-Entities screen.

  2. Display a list of all revenue objects that are currently attached to a geo-entity on the View Revenue Objects Attached to Geo-Entity screen.

  3. Attach one or more revenue objects to a geo-entity Attach Revenue Objects to Geo-Entities screen.

  4. Remove one or more revenue objects from a geo-entity on the Remove Revenue Objects from Geo-Entities screen.