Overview of classifications
Menu path
Marketing ? Setup ? General ? Classifications
Introduction
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.
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 classifications?
- On the page, click New.
- Under the Classifications section, type an ID for the classification at ID.
- Type a description for the classification at Description.
- Click Save.
Keep in mind: All fields with the “!” icon is mandatory.
How do I modify classifications?
- On the page, click the hyperlink of the corresponding classification under the ID column to be modified.
- Make the necessary changes.
- Click Save.
How do I delete classifications?
- On the page, select the check boxes of the corresponding classifications to be deleted.
- Click Delete. A message "Confirm: Delete?" will be displayed.
- Click OK.
Buttons
Refresh
Click this to update the results.
New
Click this to create a classification. For more information, see Creating and modifying classifications.
Note: This is available only if you have function right 319 – Maintain classifications.
Delete
Click this to delete the selected classifications.
Note: This is available only if you have function right 319 – Maintain classifications.
Close
Click this to exit.
Columns
You can delete a classification by selecting the corresponding check box, and then click Delete. To select all the listed classifications at once, select the check box at the header of the list. Clear the check box at the header of the list to clear the selection of classifications at once.
Order
This column displays the order of the classifications.
ID
This column displays the codes of the classifications. You can click the hyperlink to view or modify the corresponding classification. For more information, see Creating and modifying classifications.
Type
This column displays the account types of the classifications.
Description
This column displays the descriptions of the classifications.
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: |
Exact Synergy Enterprise
|
Date: |
15-08-2014 |
| Release: |
|
Attachment: |
|
| Disclaimer |