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Exact Synergy Enterprise   
 

Viewing item cards

Menu path

Modules > Logistics > Reports > Search > Items

Introduction

This page allows you to view the information for items of the following types: Standard, Phantom, Machine hour, Labor hour, Contract, Bulk issue, and Reason codes. For more information on the items, see Creating and modifying items.

Note: It is possible that not all columns, sections, or fields described in this document are displayed. Click Customise at the title bar to display the columns, sections, or fields.

Roles and rights

  • You can view the item card if you fulfill any of the following rules:
    1. You have function right 130 — Allows to see all Items (administrator access). By default, users with the Administrator, Item management, and Production manager roles have this function right.
    2. You are the owner of the item, whereby your name is filled in the Person field.
    3. You have function right 34 — Maintain World Items, except to change the division. By default, users with the Item management role have this function right.
    4. Your security level is the same or higher than the security level defined for the item in the item card as well as the security level of the item's assortment.
  • All users can customize the layout for the item card.
  • To customize the advanced features of the item card, 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 262 and higher. If you have versions lower than this, certain features explained here will not be applicable.

    How do I view an item card?

    1. On the Search: Items page, define the relevant criteria.
    2. Click Show.
    3. Click the hyperlink of the required item under the Code column.

    Keep in mind: Alternatively, you can search for specific items directly by selecting Items in the search functionality. Once the Items option has been selected, type the item code or item name in the search box, and then click . By default, the Items option is not displayed in the search functionality. For more information, see Customizing Exact Synergy Enterprise and Customizing the ESS Portal.

    How do I edit an item card?

    1. On the Search: Items page, define the relevant criteria.
    2. Click Show.
    3. Click the hyperlink of the required item under the Code column.
    4. Click Edit. For more information, see Creating and modifying items.

    How do I create an item with details of this item copied?

    1. On the Search: Items page, define the relevant criteria.
    2. Click Show.
    3. Click the hyperlink of the required item under the Code column.
    4. Click Copy. The Item: New page will be displayed.
    5. Type the code of the item at Code.
    6. Define other relevant fields
    7. Click Save.

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    Related documents

         
     Main Category: Attachments & notes  Document Type: Online help main
     Category:  Security  level: All - 0
     Sub category:  Document ID: 15.500.992
     Assortment:  Date: 01-06-2023
     Release:  Attachment:
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