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Exact Synergy Enterprise   
 

Creating and modifying assortments

Menu path

Modules ? Logistics ? Setup ? General ? Assortments

Introduction

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.

Roles & rights

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:

  • 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 247 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create assortments?

  1. On the Assortments page, click New.
  2. Define the fields.
  3. Click Save.

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

How do I edit assortments?

  1. On the Assortments page, select an assortment under the Code column.
  2. Make the necessary changes.
  3. Click Save.

Keep in mind: Some of the fields cannot be edited once the assortment has been saved.

How do I delete assortments?

  1. On the Assortments page, select an assortment under the Code column.
  2. Click Delete.
  3. A message “Are you sure that you want to delete this record?” will be displayed.
  4. Click OK.

Keep in mind: This function is only available once the assortment has been saved.

How do I recode or merge assortments?

  1. On the Assortments page, select an assortment under the Code column.
  2. Click Actions.
  3. Select one of the following:
    • Recode: Assortment – Code — Select this to recode the assortment code.
    • Recode: Assortment — Select this to recode the assortment.
    • Merge: Assortment – Code — Select this to merge the assortment code.
    • Merge: Assortment — Select this to merge the assortment.

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: This function is only available once the assortment has been saved.

How do I link assortment properties to the assortments?

  1. On the Assortments page, select an assortment under the Code column.
  2. In the Properties section, click New.
  3. Select the assortment properties. For more information on linking assortment properties, see Linking assortment properties to assortments.

Keep in mind:

  • Once you have linked the assortment properties to the assortment, you cannot remove the assortment properties.
  • This function is only available once the assortment has been saved.

How do I view assortment properties?

  1. In the Assortments screen, select an assortment under the Code column.
  2. In the Properties section, select a property. For more information on assortment properties, see Viewing assortment properties.

Keep in mind: This function is only available once the assortment has been saved.

How do I view items linked to the assortment?

  1. On the Assortments page, select an assortment under the Code column.
  2. In the Monitor section, click Items. For more information, see Searching for items.

Keep in mind: This function is only available once the assortment has been saved.

How do I view item releases for the assortment?

  1. On the Assortments page, select an assortment under the Code column.
  2. In the Monitor section, click Releases. For more information, see Overview of item releases.

Keep in mind: This function is only available once the assortment has been saved.

How do I view the general ledger for the assortment?

  1. On the Assortments page, select an assortment under the Code column.
  2. In the Monitor section, click Divisions: Financial. For more information, see Viewing general ledgers for division assortments.

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.

Buttons

Fields

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: 15.561.181
 Assortment:  Date: 22-06-2015
 Release:  Attachment:
 Disclaimer

Attachments
OH-PU255-Creating & modifying assortments.docx 30.0 KB View Download