Creating and modifying classifications
Menu path
Marketing ? Setup ? General ? Classifications
Introduction
On this page, you can create, modify, or delete classifications. Classifications are used to group your accounts (suppliers and customers) according to certain characteristics, such as whether the business is independently or publicly owned or whether it is a domestic or multinational corporation.
Roles and rights
To create, modify, or delete classifications, function right 319 – Maintain classifications 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 classifications?
- On the page, click New.
- Under the Classifications section, type an ID for the classification at ID.
- Type a description for the classification at Description.
- Click Save.
Keep in mind: All fields with the “!” icon is mandatory.
How do I modify classifications?
- On the page, click the hyperlink of the corresponding classification under the ID column to be modified.
- Make the necessary changes.
- Click Save.
How do I delete classifications?
- On the page, click the hyperlink of the corresponding classification under the ID 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 an entry for a sector.
Delete
Click this to delete the classification from the system.
Note: This available only when you are modifying an existing entry.
Close
Click this to exit.
Fields
Classifications section
ID
Type a unique alphanumeric ID for the classification. You can type up to three characters. This is mandatory.
Note: If you are modifying an existing entry, this information cannot be edited.
Type
Select an account type for the classification. This classification can be used only for the account type (for example when you specify the classification for the specific account type). By default, All is selected to allow this classification to be applied to all account types. The other available options are: Associate, Bank, Customer, Division, Lead, Prospect, Reseller, Supplier, and Suspect. For more information on account types, see Creating and modifying company accounts.
Description
Type a description for the classification. This is mandatory.
Order
Type a number to define the order of the classification relative to other classifications.
Policy
Type or select a policy document number for the classification, if necessary.
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: |
15.428.772 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
15-08-2014 |
| Release: |
|
Attachment: |
|
| Disclaimer |