Setting up assortment for contracts use.
Introduction
Before using the contracts in e-Synergy the assortment
in which you want to create a contract should be
defined to allow you to create this contract for this specific assortment. These settings can
be set in [Logistics, Maintenance, General, Assortment].
Roles and Function Rights
Function right 217 [System, Maintenance, Security, Function rights,
Logistics] is responsible for the rights of creating and
maintaining assortments. This function right is by default linked
to the role 'Item management'. Users with this role are able to create
and maintain the assortments.
Explanation
First create
an assortment or open an assortment in [Logistics, Maintenance, General,
Assortments]. Then go to section
'Contracts'.
Used in: Contracts
Mark this option when you want to use the assortment for creating contracts.
Once it is marked the assortment will appear in the 'New:
Contract' list. This list is displayed when the hyperlink 'Contracts' is
selected in section 'Monitor' in the accountcard.
Choose one of the assortment in which you like to create a contract.
Allow: New - Contracts
It could be that an assortment should not be used
anymore to create contracts in. Once contracts are created for a specific
assortment the option 'Used in: Contracts' can not be unmarked anymore. The
following error message will be displayed as soon you tried to save the
assortment.
The message tells that contracts already exists and therefor the option can
not be unmarked. To disable the function to create new contracts in an
assortment that is not allowed to create for, you can unmark the option
'Allow: New - Contracts'. As you can see in 'New:
Contract' list the assortment disappeared.
Item - Selection
You can create a main contract item for every
assortment. New
created contracts can be linked to this main contract item. The item is
than used to distinguish a contract from other contracts having different
main contract items. Within one assortment you can have different main contract
items. However in case only one main contract item is used for an assortment the
field 'Item' in the contract can be prefilled by giving a selection
criteria in the 'Item -Selection' field like the example in the
next figure. In case contracts are created in Exact Globe
2003 than this field should be filled as well. In Exact Globe
2003 a contract doesnot contain a contract header however a contract e-Synergy does. During the import
of contracts from the back office to e-Synergy contract header will
be created automatically based on the information in the field 'Item - Selection'.
In the same 'Contract' section the main
category, category and sub category can be set. In these categories the
contract document will be created. Security level is used to assign the correct
security level to these contract documents.
Related Topics
Implementations
Main
document: Setting up contracts
- Step 2.
| Main Category: |
Support Product Know How |
Document Type: |
Support - On-line help |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
General |
Document ID: |
06.687.770 |
| Assortment: |
Exact Synergy
|
Date: |
08-06-2018 |
| Release: |
|
Attachment: |
|
| Disclaimer |