|
xTuple ERP Reference Guide |
|
|
xTuple ERP Reference Guide |
To create a new Item Group, select the NEW button. The following screen will appear:
Create your Item Groups using a logical, hierarchical structure. This will make it easier to retrieve Item Group information in the future.
When creating a new Item Group, you are presented with the following options:
Enter a unique name for the Item Group.
Enter a description to further identify the Item Group.
Select this option to have the group included in the Product Catalog.
Display lists Parent Groups that belong to the Item Group. Adding another Parent Group will also add that Parent Group's Member Items to the Item Group.
Select a new Parent Group to include in the Item Group.
Display lists Member Items of the Item Group.
Only Member Items of the Item Group defined in this window will be listed under Member Items.
Enter an Item Number you want to include as a Member Item in the Item Group.
Displays the Unit of Measure for the Item.
To enter Characteristics associated with an Item Group, select the NEW button. The following screen will appear:
Select a Characteristic from the list of Characteristics designated as being available for use as Item Group Characteristics.
Enter a value to associate with the Item Group Characteristic.
Select if the Value entered is the default Value for the specified Characteristic. The default Value will be presented initially wherever Item Characteristics are used.
When associating documents, you are presented with the following options:
Select to create a new document and associate it with the current record. You may create the following document types:
Select to create a new Image association.
Select to create a new Incident and associate it.
Select to create a new To-Do and associate it.
Select to create a new Opportunity and associate it.
Select to create a new Project and associate it.
Enables you to edit associated documents. The edit screen is the same as that for creating a new document—except that when editing, the fields will contain document information. Double-clicking on a document will also bring you to the editing screen.
Highlight a document and then select this button to reach a read-only view of the "Edit" screen
Select to associate already-existing documents. The following document types may be attached: Contact, Account, Customer, Employee, File, Image, Incident, Item, Opportunity, Project, Purchase Order, Sales Order, Vendor, Web Site, Work Order.
Highlight a document and then select this button to remove the association.
To associate already-existing documents, select the ATTACH button. The following screen will appear:
When associating already-existing documents, you are presented with the following options:
Indicate how the document is related to the current record. The following relationship options are available: Related to, Parent of, Child of, Duplicate of.
Specify the kind of document you want to associate. The following document types may be attached: Contact, Account, Customer, Employee, File, Image, Incident, Item, Opportunity, Project, Purchase Order, Sales Order, Vendor, Web Site, Work Order. When associating Files, you will also be given the option to save the File to the database.
There is no file size restriction when saving Files to the database. However, excessively large files could cause storage and performance issues.
Use the lookup field to identify the specific document you want to attach. The data entry options will vary depending on the document type you select.
The following buttons are unique to this screen:
Highlight a Parent Group and then select this button to remove the selected Parent Group from the Item Group.
Select to insert the selected Item Group as a Parent Group. It will be listed under Parent Groups.
Click to remove a Member Item from the Item Group. Once deleted, it will no longer display under Member Items.
Select to insert the entered Item as a Member Item. It will be listed under Member Items.