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Database Setup Options - WebTMA 7

WARNING: Many of the decisions made in setup cannot be changed. Plan carefully before you make your setup selections.

The following list shows the principal items that cannot be changed or deleted:

  • Hierarchy. This is the number of levels selected that establish your WebTMA hierarchy. The hierarchy determines the amount of detail you can obtain from your reports. Once set, it cannot be changed. WebTMA recommends you start one level higher than needed. This is set in Admin > Client Info / Preferences–General Preferences using the Location Hierarchy Start at field.
  • Records. Once a record is associated with any transaction, it cannot be deleted. However, it can be hidden from general view by clearing the Active check box on the record to make the record inactive.
  • Subtypes. An optional way to refine the type definition.

Recommended procedure: Select a starting point one level higher than is essential for your organizational structure. This helps you create reports that apply to the entire organization.

Location Hierarchy


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