# VL registrations ## VL registrations VL registrations are reference entries that group a registration by its client or project relationship. Use this surface when you need to inspect registration data at a client or at a project. Registration statuses describe the registration's current position. The available status values are `Registered`, `Proceeding`, `NotRegistered`, and `Updated`. | If you need to… | Go to | |---|---| | Inspect registrations grouped at clients | [Choose the relationship view](#choose-the-relationship-view) | | Inspect registrations grouped at projects | [Choose the relationship view](#choose-the-relationship-view) | | Review the list columns and popup fields | [Understand the registration list](#understand-the-registration-list) | | Prepare a new registration | [Add a registration](#add-a-registration) | | Continue with the related account | [Accounts](doc:accounts) | | Continue with the related project | [Projects](doc:projects) | | Continue with reference data | [Reference list](doc:reference-list-data) | | Continue with related files and libraries | [Libraries and files](doc:libraries-files) | ## Before you start Choose the client relationship view or the project relationship view for the relationship you need to inspect. **Prerequisites** - Know whether you are checking a client relationship or a project relationship. - Have access to the registration list for that relationship. - If you need **New**, your access must allow the page's new-record permission for the selected relationship. - If you need **Export**, your access must allow export for the selected relationship. **Result:** You know which relationship view to open and have access to its registration list. ## Find VL registrations Use the **VL registrations** entry in the **Data** area to open the registration reference list. The entry opens the accounts view first; the list then provides the relationship tabs. **Prerequisites** - Know whether you want to inspect the client or project relationship. **Steps** 1. Open **VL registrations** from **Data**. 2. Select the relationship view: | If you need to inspect… | Select | |---|---| | Client relationships | **At Clients** | | Project relationships | **At Projects** | **Result:** The selected relationship list is on screen. ![Registration list with its relationship tabs and six columns](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/612317007f7133ce817f6f2e58c3186b.png) ## Understand the registration list The list has two relationship tabs and a grid whose headers identify the registration data being reviewed. The grid headers are **Company**, **Principal**, **Registration date**, **Registration no.**, **Status**, and **Branch**. The list contains data rows for review. The page exposes the button titles **Refresh**, **Table Layout**, and **Settings**. The popup renders the relationship and registration-detail fields. Each popup has three required select fields and two optional fields. The date field accepts a date no later than today. The lookup choices and starting field values come from the lists shown for the selected relationship. ## Choose the relationship view Use the client relationship view for client checks and the project relationship view for project checks. **Prerequisites** - Know whether the registration belongs to the client or project relationship you are checking. **Steps** 1. Select the matching tab: | If you are checking… | Select | |---|---| | A client relationship | **At Clients** | | A project relationship | **At Projects** | 2. Review the popup fields described above when you select **New**. **Result:** The selected relationship view is on screen with its matching list and popup field set. ## Add a registration Adding a registration starts from **New** on the relationship view. The popup title identifies the relationship: `New register at account` or `New register at project`. **Prerequisites** - Be on the relationship tab where you want the registration. - Know the client, vendor, project, status, registration number, and registration date that apply. **Steps** 1. Select **New**. 2. Follow the relationship-specific outcome: | Relationship | Outcome | |---|---| | Client | The account popup fields do not appear after **New**. | | Project | Select **Project**. The project page opens instead of keeping the registration popup open. | **Result:** **New** does not open the account popup on the client relationship. On the project relationship, selecting **Project** opens the project page instead. ![Account relationship state after selecting New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1a136b452aad8c6fab48c460f3d088bc.png) ![Project destination reached after selecting Project](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/78babcbf6772000f4a9a09a8afe51073.png) The registration grid does not offer **Edit** or **Delete** actions. ![Project registration popup with its fields and required markers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/85ac510a547119b131e74c6f0bc0ff7e.png) ## When registration work goes wrong The registration forms declare the following required-field messages: | Field | Message | |---|---| | **Client** | `Client is required` | | **Vendor** | `Vendor is required` | | **Status** | `Status is required` | | Project **Vendor** | `Vendor is required` | | Project **Project** | `Vendor is required` | | Project **Status** | `Status is required` | The list and service paths also declare these messages: | Situation | Message | |---|---| | A filter contains forbidden characters | `Forbidden characters detected. Please remove them and try again.` | | Loading the list fails | `Load data failed` | | Saving an account registration succeeds | `Data saved Successfully` | | Saving an account registration fails | `Error Saving Registration` | | Saving a project registration fails | `Error saving registration` | | Export has no data | `NO Data to Export` | **Steps** 1. Read the message shown beside the field or list action. 2. Correct the field named in the message, or remove the forbidden characters from the filter. 3. Select **OK** again for a registration form, or repeat the list action after correcting the filter. **Result:** The form or list is ready for the same action again. ## What to do next After reviewing a registration, continue with the relationship that needs attention. Use the account page for account work, the project page for project work, the reference-list page for reference data, or the libraries-and-files page for related files. **Steps** 1. Select the next relationship-specific destination: | If you need to… | Go to | |---|---| | Work with the related account | [Accounts](doc:accounts) | | Work with the related project | [Projects](doc:projects) | | Continue with reference data | [Reference list](doc:reference-list-data) | | Continue with related files | [Libraries and files](doc:libraries-files) | **Result:** The related work area is selected for the next task. ## Out of scope The import completion message `Data Importing completed` belongs to the shared-popup import flow, which is not part of the registration actions covered here.