Overview of subsectors
Menu path
Marketing ? Setup ? General? Subsectors
Introduction
Subsectors are used to further group sectors of external parties (for example customers and suppliers) into the specific business segments. For example, the financial sector can be further categorized into their respective business segments such as insurance, retail banking, and investment banking. Like sectors, you can use subsectors to efficiently manage customer relationships.
Roles and rights
All users are able to access this page to view the subsectors. To create, modify, or delete subsectors, function right 305 – Maintain sectors and subsectors is required. By default, users with the Customer manager role have this function right.
Note:
- For more details on function rights, go to System ? Setup ? Security ? Function rights.
- For more details on roles, go to System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I create subsectors?
- On the page, click New.
- Under the Subsector section, type a code for the subsector at Code.
- Type a description for the subsector at Description.
- Click Save.
Keep in mind: All fields with the “!” icon is mandatory.
How do I modify subsectors?
- On the page, click the hyperlink of the corresponding subsector under the Code column to be modified.
- Make the necessary changes.
- Click Save.
How do I delete subsectors?
- On the page, select the check boxes of the corresponding subsectors to be deleted.
- Click Delete. A message "Confirm: Delete?" will be displayed.
- Click OK.
Buttons
Refresh
Click this to update the results.
New
Click this to create an entry for subsector. For more information, see Creating and modifying subsectors.
Note: This is available only if you have function right 305 – Maintain sectors and subsectors.
Delete
Click this to delete the selected subsectors.
Note: This is available only if you have function right 305 – Maintain sectors and subsectors.
Close
Click this to exit.
Columns
You can delete a subsector by selecting the corresponding check box, and then click Delete. To select all the listed subsectors at once, select the check box at the header of the list. Clear the check box at the header of the list to clear the selection of subsectors at once.
Code
This column displays the codes of the subsectors. You can click the hyperlink to view or modify the corresponding subsector. For more information, see Creating and modifying subsectors.
Description
This column displays the descriptions of the subsectors.
Policy
This column displays the policy documents linked to the subsectors. You can click the hyperlink to view the corresponding document.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.428.611 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
15-08-2014 |
| Release: |
|
Attachment: |
|
| Disclaimer |