Instance/ Department/ Customer

An Instance is a business unit, entity, or a department in an organizational hierarchy. You can create, modify, and specify configuration details of an Instance (see: Configuring Instances). In the SUMMIT application, you can select the label name for Instances based on usage, for example: Department/ Customer or by default Instance. The defined label name is displayed for Instances. Department is used when the SUMMIT application is used by multiple departments within the organization. Customer is used when multiple customers are handled using the SUMMIT application. You can use any other label name based on the organization's requirement.

To configure label name for Instances:

1. Select Admin > Modules > General > Instance.
2. On the ACTIONS panel, click INSTANCE LABEL DISPLAY.
3. The INSTANCE LABEL DISPLAY pop-up page is displayed. Provide the label name for the Instance in the Instance Label Display text box. Click SUBMIT.

Figure: INSTANCE LABEL DISPLAY pop-up page

Figure: Instance label display example 1

Figure: Instance label display example 2