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1. Choose the Search icon, enter Items, and then choose the related link.

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2. On the Items page, click on New.

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3. Select the template that you want to use for the new item card and click on OK. If only one item template exists, then a new item card opens with some fields filled with information from the template.

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4. Proceed to fill or change fields on the item card as necessary. Hover over a field to read a short description.

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1. Choose the Search icon, enter Items, and then choose the related link.

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2. Click on the Item Name to open the card.

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3. Go to Related , click on item and Select Cross References.

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4. On a new line on the Item Cross-Reference Entries page, fill in the fields as necessary. Hover over a field to read a short description.

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NOTE: Similar process can be followed to the Customer's perspective.

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To enter an item cross reference on a purchase order

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3. Select the Vendor you created the cross reference for and enter Vendor Invoice No.

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4. In the Cross-Reference No. field, select the item cross reference that you have created, then click on OK and enter your quantity in the Quantity field.

5. Click on POST.

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NOTE: Similar process can be followed on the Sales Order for the Customer’s perspective.

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4. Enter your preferred Variant code.

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To purchase an Item with Variant using purchase invoice

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1. Click on the Search icon and enter Purchase Invoice.

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2. Click on New.

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3. Select the Item No.

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5. Enter the Quantity and enter the amount in the Direct Unit Cost Excl. VAT.

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6. Click on POST.

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