Linking items to accounts
Menu path
Logistics > Reports > Search > Items
Introduction
This page allows you to link items to accounts (such as suppliers, customers, resellers, and others) as well as define the relevant purchasing information specific to the accounts such as the price, purchase order size, account item code, time for delivery, and others. You can also modify the purchase information or remove the link between the item and the account.
Roles & rights
To link a new account, modify the purchase information and remove the link between the item and the account, function right 38 – Maintain Item accounts is required. Users with the Item management role have this function right. To view the purchase or cost price of the items based on the supplier card, function right 522 - View Cost/Purchase price for item is required. Users with the Purchase agent role have this function right.
Notes:
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For more details on function rights, go to .
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For more details on roles, go to .
What version are you using?
The information in this document is applicable
to product update 502 and higher. If you have a lower version than this, certain
features explained here will not be applicable.
How do I link an item to an account?
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Go to .
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Define the search criteria and click Show.
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Select an item.
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Click Accounts or click Buy in the Attributes section.
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Click New.
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Define the fields.
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Click Save.
Keep in mind: Fields with "!" are mandatory.
Buttons
Close
Click this to exit.
Save
Click this to save the purchase information.
Save + New
Click this to save the purchase information and link an account to the purchase item.
Delete
Click this to remove the link between the item and the account. You will see a message “Confirm: Delete?” displayed. Click OK to delete, or Cancel to cancel the deletion.
Note: This button is available if you are modifying purchase information for an existing account.
Fields
Item
By default, the item code and item description will be displayed. This information cannot be modified. Click the item name to view the item card. For more information, see Viewing item cards.
Account section
Note: The header of this section will change depending on the type of account you have selected. For example, if you have selected a customer at Name, the section header will be changed to Customer.
Name
Type or select the account to link to the item. If you are modifying the purchase information for an account which is already linked to the item, by default, the account code and name for the item will be displayed. If necessary, you can still change the account to link the item to another account. Click the name to access the account card of the account. For more information, see Viewing account cards.
Main
Select the check box to indicate that the account is the main account for the purchase item.
Item code: Account
Type an item code used by the account of this item. This item code is used as an identifier for the item by the account.
EAN item code
Type an EAN item code for the account. This is the code that will be used in the EAN bar coding standard if bar codes are used.
Purchase section
Package unit
Type or select the unit of measurement used to measure one unit of the purchase item. Then, type the quantity (in units of sales item) for one unit of the purchase item.
Purchase price
Type the purchase price for one unit of the purchase item. Then, type or select the currency of the purchase price.
VAT code
Type or select the VAT code for the purchase item.
Order: Size
Type the size for an order of the purchase item.
Other section
Discount %
Type the percentage of discount that is applicable to items purchased.
Delivery time: Days
Type the number of days required to deliver the item.
Deliverable from stock
Select the check box to indicate that the item has an attribute "deliverable from stock". The quantity entered in sales orders for items with this attribute must not exceed the available stock in the warehouse.
Document
Select a document that is relevant to the purchase item or the account of the item. For example, the policy for the purchase orders or supplier agreement.
Related document
Main Category: |
Attachments & notes |
Document Type: |
Support - On-line help |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
16.510.164 |
Assortment: |
Exact Synergy Enterprise
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Date: |
15-04-2024 |
Release: |
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Attachment: |
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Disclaimer |