Update Update Entity and Close the Add/Change Entity bottom tab.From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator. Enter Add/Change Entity in the Start Search text box. Click the Add/Change Entity link to access the panel.
You see the Add/Change Entity panel. Click Retrieve Profile. Or right click and select Retrieve Profile.
You see the Select Profile dialog box. The Public Profiles tab displays profiles available for use by all members of your Report Profile group, and the Private Profiles tab displays profiles available only for use by your User ID. Select the desired profile.
The system populates the fields on the Add/Change Entity panel with the information that you specified in the profile. Add the information that is unique to the new entity. Click Submit.
Create Profiles for Basic Entities
If you need to add several basic entities with similar characteristics, you can save time by creating a profile. A profile is a template you can use to add repetitive information in Accounting Center. Note this functionality is available on many panels.
To create a profiles for a basic entity:
- Enter the entity data on the Create/Edit Entity panel.
- On the Form tab, in the Profiles group, click Save Profile and then click Save Profile.
You see the Save Entry Profile dialog box. - Enter the name of the entity profile.
In the Public check box, specify whether you want the profile to be Public or Private. - Enable the Public check box, the default setting, if you want the profile available for use by all members who belong to your Report Profile group. Report Profile groups are set up by your system administrator using the options in User Administration. Otherwise, clear the Public check box if you want the profile to be private. Private profiles are only available for use by your User ID.
- Click Save.
The system creates a profile with the specified name.
Use Profiles to Create Basic Entities
To use a profile to create a basic entity:
You see the Add/Change Entity panel.
You see the Select Profile dialog box. The Public Profiles tab displays profiles available for use by all members of your Report Profile group, and the Private Profiles tab displays profiles available only for use by your User ID.
The system populates the fields on the Add/Change Entity panel with the information that you specified in the profile.