Standardization between sites
This topic lists the Optiva objects that should be standardized between sites, if they are applicable to the business practice.
High Priority Standardization
- Alternate Units of Measure
- Approval Codes
- Calculation Method
- Classes
- Constants
- Context Attributes
- Extension Fields
- Doc Attachment Names
- Enum Lists
- Equations
- Field Labels
- Form Labels
- Hold Codes
- Locations
- Look-ups
- Parameters
- Reason Codes, as applicable
- References
- Sets & Subsets
- Status Codes
- UOM Codes and Types, primary and alternates for technical parameters
- Views
Lower Priority Standardization
- Create Rules and Copy Methods
- Default records
(@DFLT) - Filters
- Formula Structure, direct versus indirect nesting (See the Infor PLM for Process NPDI User Guide.)
- Groups
- Item Codes
- Naming Conventions for all objects (Create Rules)
- Primary UOM for items and formulas
- Profiles
- Roles