Manage Countries and Regions dynamic values

Managing Countries and Regions in GSI2 allows you to configure geographic references used throughout the system. This data is essential for address management, tax jurisdictions, regulatory compliance, and especially for configuring national holidays.

1. Countries/Federations Management

Accessing the Countries Table

1. Navigate to the main menu
   From the side menu, locate the "General Tables" or "Setup & Tables" section.
2. Select "Countries" or "Countries/Federations"
   Click on the item to access the countries table. You'll see a complete list with 246 countries available in the system.
3. View the table structure
   The table displays:
   • Reference code: The international standard code (e.g., IT for Italy, CH for Switzerland)
   • Country name: The full country designation
   • Actions: Icons to edit or delete the record

Adding a New Country

1. Click the "+" button
   At the top of the table, find and click the add button (usually a "+" icon or "Add" button).
2. Fill in the form
   A dialog window will open where you need to enter:
   • Reference code: Enter the standard country code (2-3 uppercase letters)
   • Country name: Type the full country name in the system language
3. Save the new country
   Click the "SAVE" button to confirm the addition. The new country will immediately appear in the table.

Editing an Existing Country

1. Locate the country to edit
   Scroll through the table or use the search function to find the desired country.
2. Click the edit icon
   In the "Actions" column, click the pencil or edit icon.
3. Update the data
   Modify the reference code or country name as needed.
4. Confirm the changes
   Click "SAVE" to apply the modifications.

Deleting a Country

1. Check dependencies
   Before deleting, ensure the country isn't used in other parts of the system (addresses, holidays, regions).
2. Click the delete icon
   In the "Actions" column, click the trash can or delete icon.
3. Confirm deletion
   The system will ask for confirmation. Click "OK" to proceed or "CANCEL" to abort.

Warning: Deleting a country may affect other data in the system. Proceed with caution.

2. Regions Management

Accessing the Regions Table

1. Navigate to General Tables
   From the main menu, access the "General Tables" section.
2. Select "Regions"
   Click to view the geographic regions table.
3. Understand the hierarchical structure
   Each region is associated with a specific country. You'll see regions like:
   • Lombardy, Lazio (Italy)
   • Tessin Canton, Zurich Canton (Switzerland)
   • New York State (United States)
   • Île-de-France (France)

Creating a New Region

1. Click the add button
   Use the "+" button to open the creation form.
2. Enter the region data
   
   • Region name: Type the full name of the region or state
   • Parent country: Select the country from the dropdown menu
3. Verify the country selection
   Ensure the selected country is correct, as this will determine the application of regional holidays.
4. Save the region
   Click "SAVE" to create the new region.

Editing a Region

1. Find the region in the table
   Use filters or search to quickly locate the region.
2. Open the edit form
   Click the edit icon in the corresponding row.
3. Update the information
   You can modify:
   • The region name
   • The parent country (note: this may affect holidays)
4. Apply the changes
   Click "SAVE" to confirm.

Tip: Always keep country codes updated according to ISO standards to ensure compatibility with external systems.