Creating and modifying sources
Menu path
Marketing ? Setup ? General ? Sources
Introduction
On this page, you can create sources, or modify or delete existing ones. Sources are used to specify the method of procuring an external party (for example customers, suppliers, and associates).
Roles and rights
To create, modify, or delete sources, function right 497 – Maintain CRM sources 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 sources?
- On the page, click New.
- Under the Source section, type a code for the source at Code.
- Type a description for the source at Description.
- Click Save.
Keep in mind: All fields with the “!” icon is mandatory.
How do I modify sources?
- On the page, click the hyperlink of the corresponding source under the Code column to be modified.
- Make the necessary changes.
- Click Save.
How do I delete sources?
- On the page, click the hyperlink of the corresponding source under the Code column to be deleted.
- Click Delete. A message "Confirm: Delete?" will be displayed.
- Click OK.
Buttons
Save
Click this to save the entry.
Save + New
Click this to save the entry and create another entry.
Note: This available only when you are creating source.
Delete
Click this to delete the source from the system.
Note: This available only when you are modifying an existing entry.
Close
Click this to exit.
Fields
Source section
Code
Type a unique alphanumeric code for the source. You can type up to three characters. This is mandatory.
Note: If you are modifying an existing entry, this information cannot be edited.
Description
Type a description for the source. This is mandatory.
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: |
15.428.786 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
15-08-2014 |
Release: |
|
Attachment: |
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Disclaimer |