Manage Exchange Code to Region Code Map

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 18, 2023 by Pamela Totas (Deactivated)
2 min read

Exchange Code to Region Code Map allows you to add exchanges in and out of Regions. You can create, edit, duplicate and delete exchange code to region code maps.

Create Exchange Code to Region Code Map

To create an exchange code to region code map:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.

  2. Click the Exchange Code to Region Code Map tab and then click Create New on Home tab.
    You see the Create New Exchange Code to Region Code Map window.

  3. Click the Region Code drop-down to select either Region Code/Region Code Description and accordingly in the second drop-down list, select the required region code/region code description to which the exchange code is to be added.
    You see the available list of Region Codes/Region Codes Description.

  4. Click the Exchange Code drop-down to select either Exchange Code/Exchange Code Description and accordingly in the second drop-down list, select the required exchange code/exchange code description to add it to the Region Code.

  5. Click Save.
    You see a confirmation message indicating the changes are saved.

  6. Click OK. 
    You see the new Exchange code to Region code map is displayed in the list of code to region code maps.

 

Edit Exchange Code to Region Code Map

To edit an exchange code to region code maps:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.

  2. Under Exchange Code to Region Code Map tab, select the exchange code to region code map you want to edit and then click Edit on Home tab.
    You see the Edit Exchange Code to Region Code Map window.

  3. Edit the Region/Exchange mapping selections and then click Save.
    You see a confirmation message indicating the changes are saved.

  4. Click OK. 
    You see the revised Exchange code to Region code map displayed in the list of code to region code maps.

Duplicate Exchange Code to Region Code Map

To duplicate an exchange code to region code maps:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.

  2. Under Exchange Code to Region Code Map tab, select the exchange code to region code map you want to duplicate and then click Duplicate on Home tab.
    You see the Edit Exchange Code to Region Code Map window.

  3. Update the fields following the steps outlined in Create Exchange Code to Region Code Map.

  4. Click OK. 
    You see the revised Exchange code to Region code map displayed in the list of code to region code maps.

Delete Exchange Code to Region Code Map

To delete an exchange code to region code maps:

  1. From the left navigation, select Setup > Metadata > Codes.
    You see the Codes workspace with the list of available code categories. By default, the Codes workspace opens with the Code/Code Values tab.

  2. Under Exchange Code to Region Code Map tab, select the exchange code to region code map you want to delete and then click Delete on Home tab.
    You see a confirmation box asking you to verify and confirm deletion.

  3. Click OK.
    You see the Exchange code to Region code map is deleted from the system.