Unit Tables

Ajera CRM stores units in unit tables. Unit tables allow you to organize and maintain your unit information.

You can create separate unit tables to group units by project, project type, and unit type. This makes it easier to find and use units when you process accounting and billing transactions. Each unit table can contain multiple units.

Project-Specific unit tables are tied to a specific project record and must have the same number as the project record. If you use delimiters in your project number, you must include the delimiters when you specify the unit table's number. For example, you create project-specific unit table 992005.00 for project number 992005.00. If a project's number contains leading zeros, you must include the leading zeros when you specify the unit table's number. For example, you create project-specific unit table 00001.00 for project number 00001.00.

Your system administrator sets security (access) limitations on unit tables. The administrator can tailor your view so you can view or update only the unit tables you use in association with the projects you work on, rather than all unit tables in the Ajera CRM database.

There are two types of access rights for unit tables:

• Record Level View access determines the unit tables that you can view in some Ajera CRM applications.
• Record Level Update access determines the unit tables that are available to you from the Unit Table forms.

You must also have access to the Units Info Center menu option on the General tab of the Roles form in Security Configuration to access unit tables.