Records - Unit/State

To enter data in a dataset, you create a unit record. To create a unit record, select a Dataset and then a Unit in the Control Center. A message will appear prompting you to create the record. A record is created for the unit if you select Yes to create one. Once you create a unit record, the unit is activated in a dataset. To enter state data in a unit, you must create a state record for each state.

If no record exists, the message Create Record? No data exists for this Unit/DataSetId Combination appears.
Once a unit or state record is created for a dataset, you can enter data and then review the unit/state information in your reports.
You can remove the unit/state record from the dataset by deactivating the unit in the Federal or State page.

Warning:

If you choose to deactivate a unit, the unit/state records are deleted. All data in the dataset for that unit/state is deleted.
In the Unit Details, Properties page, you can choose Deactivate Unit upon Rollover during the rollover process. If each deferred and payable line in the unit equals zero, the unit will not roll over to the new dataset and no record is created.