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Users must create unit records in order to enter data in a dataset. Users create a record by selecting a Dataset and then a Unit in the Control Center. A message will appear prompting users to create the record. A record is created for the unit if users select Yes to create one. Once users create a unit record, the unit is activated in a dataset. To enter state data in a unit, users 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, users can enter data and then review the unit/state information in reports. |
| • | Users can remove the unit/state record from the dataset by deactivating the unit in the Federal or State page. |
Warning:
| • | If users 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, users 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. |
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