Enterprise Entity Types

On the Enterprise Entity Type form, establish identifiers used to organize the entities inside and outside of your enterprise. Examples of Enterprise Entity Types are Business Unit, Operations Center, Site, Manufacturing Group, and Supply Vendor. The default Enterprise Entity Type, Site, is a required record, although the name can be modified on the Enterprise Entity Type form.

Enterprise Entity Types can be established as either:

1. A Child to any existing Enterprise Entity Type(s) or

2. An independent Enterprise Entity Type outside of any Parent/Child relationship

All Enterprise Entity Types can be assigned multiple Parent Enterprise Entity Types. Conversely, all Enterprise Entity Types can have multiple Child Enterprise Entity Types. Although child assignments are not directly defined, when an Enterprise Entity Type is associated with a parent Enterprise Entity Type, it automatically becomes a child of the parent.

Each enterprise entity record must be assigned an Enterprise Entity Type. One to many enterprise entities can be assigned to a particular Enterprise Entity Type. An Enterprise Entity Type record can only be deleted if no enterprise entity records have been associated with it.

For additional instruction on Enterprise Entity Types, click the following links or use the scroll bar to scan the page.

Attribute and Functionality Availability for Entities

In addition to organizing entities, Enterprise Entity Types designate whether some or all of the attributes and/or functionality currently available for enterprise entities will be available for the enterprise entities associated with the Enterprise Entity Type. Attributes are grouped by section on the Enterprise Entity form; when a section has been made available, it will be displayed on the form. For example, it may not be necessary for the NAICS Codes section to appear on the Enterprise Entity form for all entities assigned a Business Unit Enterprise Entity Type. The NAICS Codes attribute can be made unavailable for the Business Unit Enterprise Entity Type and the NAICS Codes section will not be visible when viewing the enterprise entities associated with the Business Unit Enterprise Entity Type.

Attributes that can be granted include:

• Address section

• ID Numbers section

• Contacts section

• Emergency Organizations section

• NAICS Codes section

• Coordinates section

• SIC Codes section

• General section

• Meteorological Data section

• Entity Materials section - includes entity material properties and entity material variables.

Tip:  The Enterprise Entity Information, Entity Designation, and Custom Field sections are always available for all enterprise entities.

Functionality that can be granted includes:
 

Parent/Child Relationships for Entities

A Parent Enterprise Entity can be assigned to any given enterprise entity record as long as the Enterprise Entity Type selected for the record has been assigned one or more Parent Enterprise Entity Types. When a parent/child relationship exists, the enterprise entities available for assignment are the ones associated with the parent Enterprise Entity Type(s).

If a parent is selected for an enterprise entity, some or all of the attributes from the parent Enterprise Entity record can be copied to the new enterprise entity. Just the sections available for the parent enterprise entity can be copied. Refer to Understanding the Essential Hierarchy and Enterprise Entities for additional information about parent enterprise entities.

To establish Enterprise Entity Types

1. Click Data Entry > Essential Hierarchy > Enterprise Entity Types in the Navigation Tree to open the Enterprise Entity Types list.
   
   For Process Data Manager, a link to the form has been added to the Process Unit Hierarchy folder.

2. Click the New button.
   
   The Enterprise Entity Type form is displayed.

3. Enter a name for the Enterprise Entity Type.

4. Enter a number in the Display Order field that represents the Enterprise Entity Type's position in the Enterprise Entity Types list. The list is sorted by display order number, then alphabetically by Enterprise Entity Type name. When no display order number is specified, all Enterprise Entity Types are listed alphabetically by name.

5. Click the check box for each Available Attribute and Available Functionality to be applied to the enterprise entities that are assigned the Enterprise Entity Type being established. When a check box is not selected, the attribute/functionality will not be available to entities with the Enterprise Entity Type.

6. Enter an Enterprise Entity Type description in the Notes field and or document the decisions made regarding the attribute/functionality availability settings.
   
   This is the Short Description displayed on the Enterprise Entity Types list.

7. Expand the Parent Enterprise Entity Types section, when necessary, to set up parent/child relationships. Otherwise, skip to step 8.
   
   A parent assignment must exist to set up a parent/child enterprise entity relationship. Refer to Parent/Child Relationships for Entities.

8. Select all applicable Available Parent Enterprise Entity Types and click the right arrow button to make the Enterprise Entity Type being established a child of the selected parent(s).
   
   To remove a parent/child relationship, select the Assigned Parent Enterprise Entity Type and click the left arrow button.

9. Click the Save button on the form.

10. Repeat steps 2 through 9 to add other Enterprise Entity Types.

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