Characteristics may be used to create additional layers of information
about Items, Customers, CRM Accounts, Contacts, and Addresses. For example,
Characteristics defined on an Item master may be associated with Sales Order
Items. And, if the Sales Order leads to the automatic generation of
additional Orders (i.e., Work Orders or Purchase Orders), then the
subsequent Orders will inherit the parent Sales Order
Characteristics.
To access the master list of Characteristics, select the
"Characteristics" option. The following screen will appear.
The "Characteristics" screen displays information on all existing
Characteristics, including Characteristic name and Characteristic
description.
To the far right of the list, the following buttons are
available:
- CLOSE
Closes the screen, returning you to the application
desktop.
- PRINT
Runs the report associated with this screen.
- NEW
Opens screen for creating a new Characteristic.
- EDIT
Enables you to edit highlighted Characteristics. The edit screen
is the same as that for creating a new Characteristic—except that
when editing, the fields will contain Characteristic information.
Double-clicking on a Characteristic will also bring you to the editing
screen.
- DELETE
Highlight a Characteristic and then select this button to remove
the Characteristics from the list.
To create a new Characteristic, select the NEW button. The following
screen will appear:
When creating a new Characteristic, you are presented with the
following options:
- Name
Enter a unique name for the Characteristic.
- May be used for
-
Select one of the following Characteristic assignment
options:
- Item Characteristics
Select to make Characteristic available for Item
Characteristics.
- Customer Characteristics
Select to make Characteristic available for Customer
Characteristics.
- Lot/Serial Characteristics
Select to make Characteristic available for Lot/Serial
Characteristics.
- Address Characteristics
Select to make Characteristic available for Address
Characteristics.
- CRM Account Characteristics
Select to make Characteristic available for CRM Account
Characteristics.
- Contact Characteristics
Select to make Characteristic available for Contact
Characteristics.
- Opportunity Characteristics
Select to make Characteristic available for Opportunity
Characteristics.
- Description
Enter a brief description of the Characteristic.
To the far right of the screen, the following buttons are
available:
- CANCEL
Closes the screen without creating a Characteristic, returning
you to the previous screen.
- SAVE
Creates the Characteristic and adds it to the master list of
Characteristics.
