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Exact Synergy Enterprise   
 

Creating and modifying sectors

Menu path

Marketing ? Setup ? General ? Sectors

Introduction

This page allows you to create, modify, or delete sectors.

Roles and rights

To create, modify, or delete sectors, 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 sectors?

  1. On the page, click New.
  2. Under the Sector section, type a code for the sector at Code.
  3. Type a description for the sector at Description.
  4. Click Save.

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

How do I modify sectors?

  1. On the page, click the hyperlink of the corresponding sector under the Code column to be modified.
  2. Make the necessary changes.
  3. Click Save.

How do I delete sectors?

  1. On the page, click the hyperlink of the corresponding sector to be deleted (under the Code column).
  2. Click Delete. A message "Confirm: Delete?" will be displayed.
  3. Click OK.

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: 15.403.178
 Assortment:  Date: 14-08-2014
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH240-Creatingandmodifyingsectors-final.docx 31.8 KB View Download