One moment please...
 
Exact Synergy Enterprise   
 

Creating and modifying items

Menu paths

  • To create items, go to Modules ? Logistics ? Entry ? General ? Items
  • To modify and delete items, go to Modules ? Logistics ? Reports ? Search ? Items

Introduction

This page allows you to create, modify, and delete items.

Roles and rights

To create, modify, and delete items, function right 34 — Maintain World Items, except to change the division or function right 347 — Maintain Country items is required. By default, users with the Item management role have this function right. To customize the screen of the item card (edit mode), function right 15 — Maintain Item control settings is required. By default, users with the Item management role have this function right.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create items?

  1. On the Item: New page, define the relevant fields.
  2. Click Save to save the item settings or click Save + New to save the item settings and create another item.

Keep in mind: All fields with the “!” icon are mandatory.

How do I modify items?

  1. On the Search: Items page, define the relevant fields.
  2. Click Show.
  3. In the Expanded or Compressed view, click the item code or description hyperlink. In the Column view, click the relevant hyperlink in the Code column.
  4. On the item card, click Edit.
  5. Modify the relevant fields.
  6. Click Save.

How do I delete items?

  1. On the Search: Items page, define the relevant fields.
  2. Click Show.
  3. In the Expanded or Compressed view, click the item code or description hyperlink. In the Column view, click the relevant hyperlink in the Code column.
  4. On the item card, click Edit.
  5. Click Delete. A message will be displayed to confirm the action.
  6. Click OK.

Buttons

Fields

Icon

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: 15.428.597
 Assortment:  Date: 10-08-2018
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH261-Creatingandmodifyingitems-final.docx 42.4 KB View Download