Defining entities for electronic records and signatures

Define entities to take a snapshot of the record or require an electronic signature when you change the status of the record attached to the entity. For example, if your organization requires electronic records of the specific stages of a purchase order, you can define the snapshot for the PORD entity. Or, if your organization requires electronic signatures of status changes to work orders, you can define the electronic signature for the EVNT entity. The system takes the snapshot of the record and/or prompts you (or any user) for an ID, password, and reason when you save the change to the database.

The following table lists the entities for which you can create electronic records and signatures:

Entity Description Information recorded
EVNT Event Work order, activities, repairable parts, permits
OBJ Equipment Equipment and warranties
RECV Receipt (for status transactions) Receipt and receipt lines
RETN Returns Return and return lines
STOS Store to Store (for status transactions) Store-to-store transaction and lines
PROJ Project Project and budget
PICK Pick Ticket Pick tickets and lines
PORD Purchase order Purchase order and lines
REQ Requisition Requisition and lines
RFQ Request for Quotations
RFQR Quotation Quotations and lines
INRH Inspection result header
BORD Blanket order Blanket order and lines
INSP Inspection results Part inspection results
INV Invoice Invoice and lines
CAMP Campaign
PTW Permit to Work
CASE Case management
STTK Stocktake (for remembering codes)
FTIC Fleet tickets
CHNO Change notice Change notices and lines
PREQ Production request
CUAJ Compatible units adjustments
  1. Select Administration > Security > eRecords Setup.
  2. Click New Record.
  3. Specify this information:
    Entity
    Select the entity for which to define electronic records and/or signatures.
    Signature Required
    Select to indicate that the status change requires a signature.
    From Status
    Specify the old status of the entity.
    To Status
    Specify the new status of the entity.
  4. Click Save Record.