Create a Perimeter

Perimeters in Fairways Guarantees define what guarantees the user is allowed to see and associate together.

 

When creating an entity, an entity perimeter is automatically created and associated with that entity. The entity perimeter name is similar to its entity name, adding up the entity code and an asterisk *, e.g. if my entity name is Alpha and its code is 0001, then my entity perimeter name is Alpha (0001)*. An entity perimeter is associated with:

  • All business units
  • All countries
  • All purposes

You cannot edit this association.

 

However, you can create generic perimeters. A generic perimeter is an association of:

  • Entities
  • Business units
  • Countries
  • Purposes

After creating a generic perimeter, you can associate it with specific entities, business units, countries, and purposes.

 

Navigate to the Perimeters Section
  1. Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
  2. Select a customer account.
  3. Navigate to Administration > Perimeters.

Dashboard_Administration_EN.png

 

Create a Perimeter
  1. Click Add Perimeter.

Administration_Perimeter_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Perimeter Name

Perimeter name.

Description

Additional details about the perimeter.

  1. Click Add Perimeter.

Perimeter_Create_EN.png

The new perimeter profile displays.

Perimeter_Created_EN.png

 

 

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