Entities

Overview
The tables that hold the business and configuration data in BilligPlatform are referred to as "Entities". Think of an Entity as the definition of an object that contains information. For example, an Account is an Entity that contains billing information such as the Account Name and Billing Address. Examples of standard Entities are:

  • Accounts
  • Invoices
  • Products
  • Rates
  • Packages
  • Contracts
  • etc.

Entities contain many configurable aspects of what you see in the UI of your application as well as the data you can interact with system-wide. UI configurable components include form fields, as well as input, search, and list layouts.
BillingPlatform allows you to create your own entities and alter some of the standard entities. This allows you to store any data in BillingPlatform in any way you need to. Entities enable you to customize the way you enter data; the way data is displayed in list and detail views; how you search for information; and what is possible in reporting.

Below is an Entity Relationship Diagram that shows the standard Entities and their relationships to each other.

View Larger

Related
Entity Fields - Entities are able to store their own information. Inorder to store information you will need to set input forms for which to enter that information. Entity fields are how you design your input forms. Follow the link for more information on configuring entity fields.
Entity Layouts - Entities contain 3 types of layouts. These are input forms, lists, and search forms. You are able to customize each of these layouts to suit your needs. Please follow the link for more information on setting up these layouts.
Navigation - Entities live under tabs and navigation nodes. You already see many examples of this in your current application. If you would like to place your new entity under a new navigation node, or would like to place it under its own tab, follow the link for more information.

Tutorials

  • How to Create a New Entity - This tutorial will show you how to create your own entity that you can use for any purpose and that you can place anywhere you need in the system. This new entity can contain its own fields, data, layouts, and will be report-able on.
  • How to Create a New Tab - Tabs line the top of the BillingPlatform and allow you to access difference pages of the application. Learn to create new ones by following the link.
  • How to Create a Node Group - BillingPlatform's navigation is composed of tabs and navigation nodes that you already see located all over the application. New entities live under tabs and navigation nodes. Follow the link for more information on creating tabs and nodes.
  • How to Customize an Entity
Have more questions? Submit a request

Comments

Powered by Zendesk