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Client Object

Client Object is the list of screens this client runs. It decides which screens a company user can put on a role, and which lines the standard roles bring in.

Where
Not on any menu (SACO)
Who uses it
The consultant
When
Once, while the company is being set up, and whenever a new one is needed
Needs first
Nothing

What it is for​

A client gets only what it runs: a standard role adds a line only for a screen listed here, and Super Admin is every screen listed here and nothing else. List a screen here and the next sync of the standard roles adds it.

Each screen line can list its reports; only one may be the default. The screen is not on any menu.

Every field in plain words​

General​

FieldWhat it meansWhat to put
ClientThe client.Locked.

Basic Data​

Basic Data.

ColumnWhat it meansWhat to put
ScreenA screen the client runs.Optional. Pick from the list.
Transaction NameIts name.Optional.
Approval MandatoryMarks the screen as needing approval.Nothing reads it today.
ReportsOpens the screen’s reports.Optional.

How to configure it​

Nothing to configure beyond the fields above.

What it is connected to​

If something looks wrong​

  • “Role - Line ID: … is duplicated with Line ID: …” The same screen is listed twice.
  • “Report, Can not default More than one”
  • “Report - Line ID: … is duplicated with Line ID: …”