States

Program #:   1510

Module:    System Administration

Overview

Use States (program #1510) to define the states in which your company intends to do business. Menus of States appear in many programs in SBN.

This document covers the following topics:

Navigating to States

The States Window

Viewing the Details of a State

Adding a State

Changing the Details of a State

Deleting a State

Restoring a Deleted State

Using a Template for a New State

Navigating to States

Use the following steps to navigate to States:

1.  From the main SBN toolbar, select Menu.

2.  From the drop-down menu, select Go To [ALT+F1].

3.  In the Go To Program dialog box, type in "1510."

  w The States program opens.

The States Window

The following graphic shows States as the program opens. The upper pane displays previously defined states.

Field/Column Descriptions

The following table describes the fields and columns used in States.

Viewing the Details of a State

You can view the details of a state in the fields in the lower pane.

Use the following steps to view the details of a state:

1.  In States, select the state for which you want to view details from the upper pane.

2.  Double-click your selection or choose Get.

  w The fields in the lower pane display the details of the selected state.

Adding a State

Use the following steps to add a new state:

1.  In States, choose New.

  w The fields in the lower pane open for changes.    

2.  Complete all of the open fields.

3.  Choose Save.

  w SBN adds the state to the list of defined states in the upper pane.

Changing the Details of a State

Use the following steps to change the details of a state:

1.  In States, select the state you want to change from the upper pane.

2.  Choose Change.

  w The fields that can be changed open for changes in the lower pane.

3.  Enter changes, as needed.

4.  Choose Save.

Deleting a State

Use the following steps to delete a state:

1.  In States, select the state you want to delete.

2.  Choose Delete.

  w A Confirmation dialog box appears: "Delete XXX. Are you sure?"

3.  Choose Yes.

  w SBN deletes the selected state.

Restoring a Deleted State

You can restore a deleted state back into SBN.

Use the following steps to restore a deleted State:

1.  In States, choose Undelete.

  w The Undelete window appears.

2.  In the Undelete window, find the state you want to restore and double-click it, or choose [Enter].

  w SBN restores the state to the active list of defined states.

Using a Template for a New State

You can use one state as a template for another state.

Use the following steps to use one state as a template for new state:

1.  In States, select the state you want to use as a template.

2.  Choose Copy Current Record.

  w Fields in the upper pane fill with the details of the selected state, but remain open for changes.

3.  Change any information needed for the new state.

4.  Choose Save.

  w SBN adds the new state to the list of defined entries.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Modifications and Updates to States

The following table lists modifications and updates to the States document.