Modules ? Logistics ? Setup ? General ? Assortments
This page allows you to create, modify, and delete assortments. Assortments are used for grouping the same type of items, whereby every item has an assortment. Thus, an assortment is unique for every item.
To create, modify, or delete assortments, function right 217 – Maintain Item assortment is required. Users with the Item management role have this function right.
To recode or merge assortments, function right 488 – Allows to recode and merge Assortments is required. Users with the Item management role have this function right.
Note:
The information in this document is applicable to product update 247 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the “!” icon are mandatory.
Keep in mind: Some of the fields cannot be edited once the assortment has been saved.
Keep in mind: This function is only available once the assortment has been saved.
For more information on recoding assortments, see Recoding assortments or assortment codes. For more information on merging assortments, see Merging assortments or assortment codes.
Keep in mind:
Keep in mind: This function is only available if you have selected the Items check box at Modules ? System ? Setup ? Central Master Data Management ? Settings, and you have saved the assortment.
Click this to save the details of the assortment.
Click this to save the details of the assortment and create another assortment.
Note: This button is available only if you are creating an assortment.
Click this to delete the selected assortment.
Note: This button is available only if an existing assortment is selected.
Click this to merge or recode assortments. For more information on how to merge assortments or assortment codes, see Merging assortments or assortment codes. For more information on how to recode assortments or assortment codes, see Recoding assortments or assortment codes.
Click this to exit.
Type a unique numeric code for the assortment (for the database) up to a maximum of 10 digits. This code cannot be edited once the assortment has been saved. By default, the next running number is displayed. For example, if the previous assortment code is “7”, the next assortment code will be “8”. This information is mandatory.
Type a unique code of up to a maximum of 30 characters for the assortment. This code cannot be edited once the assortment has been saved. This information is mandatory.
Type a description for the assortment. This information is mandatory.
Type or select a person that will be in charge of the assortment. The person can modify the settings for the assortment regardless whether the person has the relevant function rights or roles. For more information on how to create and modify person, see Creating and maintaining people.
Select the security level for the assortment. The security level will change once the security type is selected. For example, if Internal is selected, the security level will change to “10”. The security level determines whether the user is allowed to view the assortment. The security types available are:
Select this check box to allow new items to use this assortment.
Select the security level for the prices of the items in the assortment. The security level will change once the security type is selected. For example, if Internal is selected, the security level will change to “10”. This security level determines whether the user is allowed to view the prices of the items in the assortment. The security types available are:
Type or select the general ledger accounts for the assortment. For more information on general ledger accounts, see Displaying chart of accounts.
Select this check box to allow the assortment to be used when creating contracts.
Select this check box to allow the assortment to be used only once for new contracts.
Type an item selection to create a main contract item for the assortment whereby the main contract item can be linked to the contracts. For example, to create a main contract item with item code “DB0101”, type Items.ItemCode = ‘DB0101’. However, define the item selection only if one main contract item is used for an assortment.
Note: If you are importing a contract, this field is mandatory. The message "Mandatory - Item" will be displayed if the item is not defined.
Type a program ID to generate vouchers. For example, eVoucher.Document. You will have to run a customized file such as Exact.Contract.Voucher.Dll to generate vouchers.
Type a parameter to generate passwords for Exact products. For example, Exact Synergy Enterprise and many more.
Select a document path for the assortment.
Select the security level for the assortment used in contracts. The security level will change once the security type is selected. For example, if Internal is selected, the security level will change to “10”. The security level determines whether the user is allowed to view the assortment in the contracts. The security types available are:
This section allows you to create additional fields for items such as text, date, number, and yes/no fields. For example, to create an additional text box, click the relevant Text link. When you create items, the additional fields will be displayed under the Free fields section. However, the additional fields will be displayed depending on the assortment defined at Assortment under the Categories section. For more information on how to create free fields, see Defining free fields for items.
This section is available only if you are editing the assortment. The header of this section is not displayed.
Click this to view the items in the assortment. For more information, see Overview of items.
Click this to view the versions of the items for the assortment. For more information, see Overview of item releases.
Click this to view the asset, cost, purchase, discount, and revenue general ledgers of the division for the assortment. For more information, see Viewing general ledgers for division assortments.
Note: This is available only if you have selected the Items check box at Modules ? System ? Setup ? Central Master Data Management ? Settings.
This section displays the properties of the assortment. Click New to define properties for the assortment. You can define new properties for the assortment only if you are editing the assortment. The properties can be removed from the assortment by clicking the relevant property, and then clicking Delete. For more information on how to create assortment properties, see Overview of assortment properties.
Type the location or click Browse to locate the picture file to be uploaded.
Type the comments for the assortment. Click Timestamp to put a timestamp for the remark, and click Full screen to expand the remarks box to a full screen.
Select this check box to display the assortment in catalogs.
Select a method of grouping the assortment items in catalogs based on the assortment properties which are linked to the assortment. For more information on assortment properties, see Overview of assortment properties.
Type a number for the order. This will determine the order in which the tabs of the assortments will be displayed in the catalogs.
This section allows you to create additional fields for serial numbers such as text, date, number, and yes/no fields. For example, to create an additional text box, type the name of the text box in the Text box. When you create serial numbers, the additional fields will be displayed under the Free fields section. However, the additional fields will be displayed depending on the item defined at Item under the Serial number section, and the assortment of the item.