Setting up items for contracts use.
Introduction
Contracts are created based on items in e-Synergy. These items needs to be defined first because only when
they have the proper settings the items can be selected when
contracts are created.
Roles and Function Rights
Function right 34 and 347 [System, Maintenance, Security, Function rights, Logistics] are
responsible for the rights of creating and
maintaining items. This function right is by default linked to the
role 'Item management'. Users with this role are able to create and
maintain the items.
Explanation
The following conditions should be met when creating items to be used for
contracts.
Sales items
Section
'Attributes'
In order to select a sales item in the contract the attribute 'Sales'
should be marked.
Section 'Type'
You can select one of the diffent type.
Creating a contract with sales items each of the types can be selected
except for 'Contract'. The 'Contract' type is used to create a contract with
service items. More detailed information about the use of the item types
can be found in document 'On
line help file: Creating an new item'
Service items
Section 'Attributes'
In order to select a service item in the contract the attribute 'Sales'
should be marked. In combination of item type 'Contract' a service items is
created.
Section 'Type'
Select type 'Contract' in order to create a service item. If you select an
other type different than 'Contract' the item will only selectable as
a sales contract item in the contract. More detailed information about the
use of the item types can be found in document 'On
line help file: Creating an new item'
Policy items
Section 'Attributes'
To define a policy item the option 'Policy' in the 'Attributes' section
should be marked.
Section 'Type'
The type can be set on 'Standard'
Other settings for sales, service and policies items
Active from
Online document 'On
line help file: Creating an new item'. In case a future date is set the item
is not selectable when creating a contract.
Active to
Online document 'On
line help file: Creating an new item'. In case an active date is set the
item is not selectable when the current date has passed the
active date of the item and therefor it can no longer be selected
any more when creating a contract.
Security level
Online document 'On
line help file: Creating an new item'.
Related Topics
Implementations
Main
document: Setting up contracts - Step 4.
| 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: |
06.691.709 |
| Assortment: |
Exact Synergy
|
Date: |
08-06-2018 |
| Release: |
|
Attachment: |
|
| Disclaimer |