Overview of sizes
Menu path
Marketing ? Setup ? General ? Sizes
Introduction
Sizes are used to categorize organizations based on factors, such as the number of employees in that organization, annual revenue, and market capitalization. Sizes are used to group the accounts (for example customers and suppliers) and efficiently manage the accounts.
Roles and rights
All users are able to access this page to view the sizes. However, to create, modify, or delete sizes, function right 119 – Maintain company size is required. By default, users with the Administrator 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 sizes?
- On the page, click New.
- Under the Size section, type a code for the size at Code.
- Type a description for the size at Description.
- Click Save.
Keep in mind: All fields with the “!” icon is mandatory.
How do I modify sizes?
- On the page, click the hyperlink of the corresponding size under the Code column to be modified.
- Make the necessary changes to the description.
- Click Save.
How do I delete sizes?
- On the page, select the check boxes of the corresponding sizes to be deleted.
- Click Delete. A message "Confirm: Delete?" will be displayed.
- Click OK.
Buttons
Refresh
Click this to update the results.
New
Click this to create an entry for size. For more information, see Creating and modifying sizes.
Delete
Click this to delete the selected sizes.
Note: This is available only if you have function right 119 – Maintain company size.
Close
Click this to exit.
Columns
You can delete a size by selecting the corresponding check box, and then click Delete. To select all the listed sizes at once, select the check box at the header of the list. Clear the check box at the header of the list to clear the selection of sizes at once.
Code
This column displays the codes of the sizes. You can click the hyperlink to view or modify the corresponding size. For more information, see Creating and modifying sizes.
Description
This column displays the descriptions of the sizes.
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: |
15.428.755 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
15-08-2014 |
Release: |
|
Attachment: |
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Disclaimer |