Managing Entities

Manage Entities allows you to create and delete entities and edit the properties of existing entities.

Accessing manage entities

1. Select the Transfer Pricing module.
2. Select the Administration category.
3. Expand Entities.
4. Click Manage Entities. The Manage Entities dialog appears and contains the following options:
   • Import
   • Manage
   • Export

Importing entities

The import option in the Manage Entities dialog allows you to create and update entities in the database from a .csv file.

To import entities:

1. For Option, select Import.
2. Select the .csv file to import from. 
3. To skip confirmation of each new parent assignment, check the Automatically confirm parent assignment option.
4. Click OK. A table will be displayed showing the summary of all actions performed by the import.

   Note: If there are any issues with the file, a table will be displayed indicating the issues. No changes will be made.

.csv file example:

where:

Managing entities

The Manage option in the Manage Entities dialog allows you to create, update and delete entities from within the Manage Entities table.

To manage entities:

1. For Option, select Manage.
2. Select the entities to manage.

In the Manage Entities table the list of entities selected is displayed.

Working with the hierarchy

Manage Entities displays the selected entity in a hierarchical view. The view is initially expanded two levels below the selected entity.

To change the level of expansion:

• Click a collapsed hierarchy icon to expand the hierarchy one level below the selected symbol.
• Click an expanded hierarchy icon to collapse the hierarchy to the selected symbol.
• Right-click on the top row and select one of these options:
  • Expand All for Selected Row: Expands the entire hierarchy below the selected symbol.
  • Collapse All: Collapses the entire hierarchy.
• Right-click on a parent row and select one of these options:
  • Expand All for Selected Row: Expands the entire hierarchy below the selected symbol.
  • Collapse All: Collapses the entire hierarchy.
  • Collapse Parent: Collapses the hierarchy to the parent of the selected symbol.
• Right-click on a leaf row and select one of these options:
  • Collapse All: Collapses the entire hierarchy.
  • Collapse Parent: Collapses the hierarchy to the parent of the selected symbol.

Adding an entity

To add a new entity:

1. Select a row in the table. The new entity will be assigned as a child of the selected entity.

   Note: You can add a new entity that has similar settings to an existing entity by selecting a row and clicking duplicate.

2. Click Add. The Add dialog appears.
3. Fill in the following fields:

   1. Name: Enter the name of the entity. The name of the entity is limited to 31 characters.

   3. Description: Enter a description for the entity. The description of the entity is limited to 100 characters.

4. Parent: Select or enter the name of the parent to assign the entity to.

   Note: You can also click the search button to open the symbol selector dialog to access advanced search options.

4. Sort Order: Enter a number to define the order of the entity under the parent. Entities are sorted from low to high. Entities added with a sort order of 0 will appear last, in the order the entity was created.

Entities are not added to the database until you click Apply.

Deleting an entity

Delete an entity by selecting the row and clicking delete. The entity is not deleted from the database until you click Apply.

Modifying an entity

You can change the properties of an existing entity:

• Modify the description by editing the value in the Description cell.
• Change the order the entity appears under its parent by modifying the Sort Order value.
• Change the Functional Currency of the entity by selecting a different currency.
• Change the Automation Group of the entity by selecting a different automation group.

To change the parent of an entity:

1. Select the row in the table.
2. Click Edit. The Edit dialog appears.
3. Enter or select a new parent.
4. Click OK.

No changes are made to the database until you click Apply.

Applying changes

To apply changes to the entities click Apply.

For new rows in the table:

• Each new entity will be added under the selected parent symbol.
• Each new entity will update the ZGPNativeCurrency attribute according to the ‘Functional Currency’ symbol specified.
• Each new entity will update the AZLTPAutomationGroup attribute according to the ‘Automation Group’ symbol specified.

For modified entities:

• Any description changes will be applied.
• If the parent entity is changed, the entity will be reassigned to the new parent with the specified sort order.
• Any changes to the sort order (same parent entity) will be applied.
• Any changes to the ‘Functional Currency’ symbol will be applied.
• Any changes to the ‘Automation Group’ symbol will be applied.

For deleted entities:

• Each deleted entity will be confirmed before deleting.
  • If confirmed, the related symbol is deleted.
  • Otherwise, the row is restored to the table.

Results:

• All actions performed are presented at the end of processing with:
  • Each row identified by its symbol name.
  • The action performed or the reason any error occurred.
• Any valid changes, not cancelled, are applied.

Refreshing the entities

Click Refresh to refresh the list of entities.

Click Symbols to change the selected entity and refresh the list of entities.

In either case, if there are any unapplied changes, you will be prompted to apply or discard any changes that have not yet been applied.

• Choose Apply Changes to apply any changes made, then refresh the list of entities. If there are any errors the refresh will not be performed.
• Choose Discard Changes to discard any changes made, then refresh the list of entities.
• Click Cancel to return to the table without refreshing the list of entities.

Exporting from the entities table

Click Export to export from the entities table to a .csv file.

1. Select the .csv file to export to. 

   Note: If the file selected does not currently exist, it will be created during the export process.

2. Click OK. A confirmation dialog will appear. 
3. Click View File to view the exported file.

Exporting entities

The Export option in the Manage Entities dialog allows you to export entities and their related settings from the database to a .csv file.

To export entities:

1. For Option, select Export.
2. Select the .csv file to export to.

   Note: If the file selected does not currently exist, it will be created during the export process.

3. Select symbols to export.
4. Click OK. A confirmation dialog will appear. 
5. Click View File to view the exported file