Overview of sectors
Menu path
Marketing ? Setup ? General ? Sectors
Introduction
Sectors are used to group external parties, such as customers and suppliers, according to the nature of their business. Some examples of sectors are manufacturing, retail, financial, healthcare, education, services, and utilities. Sectors are used to enable the management of customer relationships. Sectors can be further categorized into subsectors. For more information, see Overview of subsectors.
Roles and rights
All users are able to access this page to view the sectors. However, 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?
- On the page, click New.
- Under the Sector section, type a code for the sector at Code.
- Type a description for the sector at Description.
- Click Save.
Keep in mind: All fields with the “!” icon is mandatory.
How do I modify sectors?
- On the page, click the hyperlink of the corresponding sector under the Code column to be modified.
- Make the necessary changes.
- Click Save.
How do I delete sectors?
- On the page, select the check boxes of the corresponding sectors 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 an entry for sector. For more information, see Creating and modifying sectors.
Note: This is available only if you have function right 305 – Maintain sectors and subsectors.
Delete
Click this to delete the selected sectors.
Note: This is available only if you have function right 305 – Maintain sectors and subsectors.
Close
Click this to exit.
Columns
You can delete a sector by selecting the corresponding check box, and then click Delete. To select all the listed sectors 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 sectors at once.
Code
This column displays the codes of the sectors. You can click the hyperlink to view or modify the corresponding sector. For more information, see Creating and modifying sectors.
Description
This column displays the descriptions of the sectors.
Policy
This column displays the policy documents linked to the sectors. You can click the hyperlink to view the corresponding document.
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: |
15.403.149 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
14-08-2014 |
| Release: |
|
Attachment: |
|
| Disclaimer |