Creating and modifying assortments
Menu path
Modules ? Logistics ? Setup ? General ? Assortments
Introduction
This page allows you to create, modify, and delete assortments. Assortments are used for grouping the same type of items, whereby every item has an assortment. Thus, an assortment is unique for every item.
Roles & rights
To create, modify, or delete assortments, function right 217 – Maintain Item assortment is required. Users with the Item management role have this function right.
To recode or merge assortments, function right 488 – Allows to recode and merge Assortments is required. Users with the Item management role have this function right.
Note:
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable
to product update 247 and higher. If you have versions lower than this, certain
features explained here will not be applicable.
How do I create assortments?
- On the Assortments page, click New.
- Define the fields.
- Click Save.
Keep in mind: All fields with the “!” icon are mandatory.
How do I edit assortments?
- On the Assortments page, select an assortment under the Code column.
- Make the necessary changes.
- Click Save.
Keep in mind: Some of the fields cannot be edited once the assortment has been saved.
How do I delete assortments?
- On the Assortments page, select an assortment under the Code column.
- Click Delete.
- A message “Are you sure that you want to delete this record?” will be displayed.
- Click OK.
Keep in mind: This function is only available once the assortment has been saved.
How do I recode or merge assortments?
- On the Assortments page, select an assortment under the Code column.
- Click Actions.
- Select one of the following:
- Recode: Assortment – Code — Select this to recode the assortment code.
- Recode: Assortment — Select this to recode the assortment.
- Merge: Assortment – Code — Select this to merge the assortment code.
- Merge: Assortment — Select this to merge the assortment.
For more information on recoding assortments, see Recoding assortments or assortment codes. For more information on merging assortments, see Merging assortments or assortment codes.
Keep in mind: This function is only available once the assortment has been saved.
How do I link assortment properties to the assortments?
- On the Assortments page, select an assortment under the Code column.
- In the Properties section, click New.
- Select the assortment properties. For more information on linking assortment properties, see Linking assortment properties to assortments.
Keep in mind:
- Once you have linked the assortment properties to the assortment, you cannot remove the assortment properties.
- This function is only available once the assortment has been saved.
How do I view assortment properties?
- In the Assortments screen, select an assortment under the Code column.
- In the Properties section, select a property. For more information on assortment properties, see Viewing assortment properties.
Keep in mind: This function is only available once the assortment has been saved.
How do I view items linked to the assortment?
- On the Assortments page, select an assortment under the Code column.
- In the Monitor section, click Items. For more information, see Searching for items.
Keep in mind: This function is only available once the assortment has been saved.
How do I view item releases for the assortment?
- On the Assortments page, select an assortment under the Code column.
- In the Monitor section, click Releases. For more information, see Overview of item releases.
Keep in mind: This function is only available once the assortment has been saved.
How do I view the general ledger for the assortment?
- On the Assortments page, select an assortment under the Code column.
- In the Monitor section, click Divisions: Financial. For more information, see Viewing general ledgers for division assortments.
Keep in mind: This function is only available if you have selected the Items check box at Modules ? System ? Setup ? Central Master Data Management ? Settings, and you have saved the assortment.
Buttons
Save
Click this to save the details of the assortment.
Save + New
Click this to save the details of the assortment and create another assortment.
Note: This button is available only if you are creating an assortment.
Delete
Click this to delete the selected assortment.
Note: This button is available only if an existing assortment is selected.
Actions
Click this to merge or recode assortments. For more information on how to merge assortments or assortment codes, see Merging assortments or assortment codes. For more information on how to recode assortments or assortment codes, see Recoding assortments or assortment codes.
Note: This button is available only if an existing assortment is selected.
Close
Click this to exit.
Fields
General section
Assortment
Type a unique numeric code for the assortment (for the database) up to a maximum of 10 digits. This code cannot be edited once the assortment has been saved. By default, the next running number is displayed. For example, if the previous assortment code is “7”, the next assortment code will be “8”. This information is mandatory.
Code
Type a unique code of up to a maximum of 30 characters for the assortment. This code cannot be edited once the assortment has been saved. This information is mandatory.
Description
Type a description for the assortment. This information is mandatory.
Person
Type or select a person that will be in charge of the assortment. The person can modify the settings for the assortment regardless whether the person has the relevant function rights or roles. For more information on how to create and modify person, see Creating and maintaining people.
Security section
Security level
Select the security level for the assortment. The security level will change once the security type is selected. For example, if Internal is selected, the security level will change to “10”. The security level determines whether the user is allowed to view the assortment. The security types available are:
- All – Select this to allow all users to view the assortment.
- Customers – Select this to allow only customers to view the assortment.
- Partners – Select this to allow only partners of the company to view the assortment.
- Customers (Specific) – Select this to allow only specific customers to view the assortment.
- Partners (Specific) – Select this to allow only specific partners to view the assortment.
- Internal – Select this to allow only internal users to view the assortment.
Allow: New – Item
Select this check box to allow new items to use this assortment.
Price: Security
Select the security level for the prices of the items in the assortment. The security level will change once the security type is selected. For example, if Internal is selected, the security level will change to “10”. This security level determines whether the user is allowed to view the prices of the items in the assortment. The security types available are:
- All – Select this to allow all users to view the prices of the items in the assortment.
- Customers – Select this to allow only customers to view the prices of the items in the assortment.
- Partners – Select this to allow only partners of the company to view the prices of the items in the assortment.
- Internal – Select this to allow only internal users to view the prices of the items in the assortment.
G/L Account section
Revenue/Deferred revenue/Deferred cost/Discount/Cost of goods sold/Purchase/Price differences
Type or select the general ledger accounts for the assortment. For more information on general ledger accounts, see Displaying chart of accounts.
Contract section
Used in: Contracts
Select this check box to allow the assortment to be used when creating contracts.
Allow: New – Contract
Select this check box to allow the assortment to be used only once for new contracts.
Item – Selection
Type an item selection to create a main contract item for the assortment whereby the main contract item can be linked to the contracts. For example, to create a main contract item with item code “DB0101”, type Items.ItemCode = ‘DB0101’. However, define the item selection only if one main contract item is used for an assortment.
Note: If you are importing a contract, this field is mandatory. The message "Mandatory - Item" will be displayed if the item is not defined.
Program – ID
Type a program ID to generate vouchers. For example, eVoucher.Document. You will have to run a customized file such as Exact.Contract.Voucher.Dll to generate vouchers.
Parameter
Type a parameter to generate passwords for Exact products. For example, Exact Synergy Enterprise and many more.
Document
Select a document path for the assortment.
Security level
Select the security level for the assortment used in contracts. The security level will change once the security type is selected. For example, if Internal is selected, the security level will change to “10”. The security level determines whether the user is allowed to view the assortment in the contracts. The security types available are:
- All – Select this to allow all users to view the assortment in the contract.
- Customers – Select this to allow only customers to view the assortment in the contract.
- Partners – Select this to allow only partners of the company to view the assortment in the contract.
- Customers (Specific) – Select this to allow only specific customers to view the assortment in the contract.
- Partners (Specific) – Select this to allow only specific partners to view the assortment in the contract.
- Internal – Select this to allow only internal users to view the assortment in the contract.
Free fields: Items section
This section allows you to create additional fields for items such as text, date, number, and yes/no fields. For example, to create an additional text box, click the relevant Text link. When you create items, the additional fields will be displayed under the Free fields section. However, the additional fields will be displayed depending on the assortment defined at Assortment under the Categories section. For more information on how to create free fields, see Defining free fields for items.
Monitor section
This section is available only if you are editing the assortment. The header of this section is not displayed.
Items
Click this to view the items in the assortment. For more information, see Overview of items.
Releases
Click this to view the versions of the items for the assortment. For more information, see Overview of item releases.
Divisions: Financial
Click this to view the asset, cost, purchase, discount, and revenue general ledgers of the division for the assortment. For more information, see Viewing general ledgers for division assortments.
Note: This is available only if you have selected the Items check box at Modules ? System ? Setup ? Central Master Data Management ? Settings.
Properties section
This section displays the properties of the assortment. Click New to define properties for the assortment. You can define new properties for the assortment only if you are editing the assortment. The properties can be removed from the assortment by clicking the relevant property, and then clicking Delete. For more information on how to create assortment properties, see Overview of assortment properties.
Picture section
Upload
Type the location or click Browse to locate the picture file to be uploaded.
Remarks section
Type the comments for the assortment. Click Timestamp to put a timestamp for the remark, and click Full screen to expand the remarks box to a full screen.
Catalog section
Used in: Catalogs
Select this check box to display the assortment in catalogs.
Group by 1/Group by 2
Select a method of grouping the assortment items in catalogs based on the assortment properties which are linked to the assortment. For more information on assortment properties, see Overview of assortment properties.
Order
Type a number for the order. This will determine the order in which the tabs of the assortments will be displayed in the catalogs.
Free fields: Serial numbers section
This section allows you to create additional fields for serial numbers such as text, date, number, and yes/no fields. For example, to create an additional text box, type the name of the text box in the Text box. When you create serial numbers, the additional fields will be displayed under the Free fields section. However, the additional fields will be displayed depending on the item defined at Item under the Serial number section, and the assortment of the item.
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: |
15.561.181 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
22-06-2015 |
| Release: |
|
Attachment: |
|
| Disclaimer |