RK,
FYI
Document ID: TEC444416
Tech Document
Title: Can an OBS associated to an entity be modified or deleted (Niku KB ID: 9098)
Applies To:
Clarity 8.1
Question:
Can an OBS associated to an entity be modified or deleted?
Answer:
Once the OBS is linked to an entity, it cannot be deleted (page 110 of the "Administration" guide: "Note: Once an OBS is associated with a financial
entity, you cannot delete the OBS."
Besides, on page 289 of the "Administration guide": "In order to work with financial management, you must set up at least one entity. You can define
as many entities as desired. Once a transaction is processed for an entity, you cannot delete it. Each entity owns a unique set of locations and
departments for which the entities are financially aware. To establish this financial boundary, entities must be associated with a geographical OBS
for locations and an organizational OBS for departments." And on page 297 of the "Administration" guide states: "You cannot delete an entity once
it is associated with a location or department."
However, you can add and/or modify locations and levels for a location OBS associated to an entity. In the Admin Tool, select 'Setup' from the 'Finance'
menu. Then, in the ' Organizational Structure' section, click on 'Locations'. Afterwards, select the desire location or click on 'New' to create a new
location. When you create a new location, if you select a 'Parent Location', a new level is created if it does not exist.
Likewise, you can add and/or modify departments and levels for a department OBS associated to an entity. In the Main application, select 'Departments'
from the 'Organization' menu. Afterwards, select the desired department or click on 'New' to create a new department. When you create a new department,
if you select a 'Parent Department', a new level is created if ti does not exist.
cheers,
sundar