One moment please...
Exact Synergy Enterprise   

Overview of classifications

Menu path

Marketing ? Setup ? General ? Classifications


Classifications are used to group your accounts (suppliers and customers) according to certain characteristics, such as whether the business is independently or publicly owned, whether it is a domestic or multinational corporation, whether it is major player in its field of business, and so on. For example, you can group your accounts into corporate accounts, international distributor, large enterprises, and medium enterprises.

On this page, you can view a list of existing classifications. You can also create classifications, or modify or delete existing classifications on this page.

Roles and rights

All users are able to access this page to view the classifications. However, to create, modify, or delete classifications, function right 319 – Maintain classifications is required. By default, users with the Customer manager role have this function right.


  • 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 classifications?

  1. On the page, click New.
  2. Under the Classifications section, type an ID for the classification at ID.
  3. Type a description for the classification at Description.
  4. Click Save.

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

How do I modify classifications?

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

How do I delete classifications?

  1. On the page, select the check boxes of the corresponding classifications to be deleted.
  2. Click Delete. A message "Confirm: Delete?" will be displayed.
  3. Click OK.



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: 15.428.603
 Assortment:  Date: 15-08-2014
 Release:  Attachment:

ESE-OH240-Overviewofclassifications-final.docx 36.8 KB View Download