This document describes the Customer Classification view in Items application, which can be used, e.g., for saving sales data for a specific customer classification.

Create Item data in the Customer Classification View

Preconditions

Data can be entered for “Customer classification view only if the item already has sales data.  In a multi-site environment, the item must have sales data for the selected organization.

If a variant item is involved, the related reference item must already have the item data for the desired customer.  The organizations must be the same in a MultiSite environment.

In a multi-site or single-site environment with activated content-based authorizations, the selected organization must be a sales organization.

Instructions

1. Open the Items application.
2. Open the item for which you want to enter customer classification data.
3. Switch to Customer classification view.
4. Click on [New] button on the standard toolbar.
5. In Customer classification field, enter the customer classification for which you want to enter item data.
6. If required, fill out the other fields with the desired sales data.
7. Click the Save button in the standard toolbar.

Delete Item Data in the Customer Classification View

Customer classification-related item data is not deleted directly and must first be marked for deletion.  Only those versions of customer-related item data that have their entire validity period in the future can be deleted directly, since they have not been used yet.

Delete Item Data in the Customer Classification View

Preconditions

Item has not been marked for deletion yet in the selected customer classification.

Instructions

1. Open the Items application.
2. Open the item for which you want to delete customer classification data.
3. Switch to Customer classification view.
4. Open the customer classification for which the item data needs to be mark- ed for deletion.
5. In a multi-site environment, select the organization for which you are editing  the item.
6. Click on Mark for deletion in the standard toolbar.

• Item will be marked for deletion for the selected customer classification and organization.

Unmark for deletion

Preconditions

Item has been marked for deletion in the selected customer classification.

Instructions

1. Open the Items application.
2. Open the item for which you want to unmark the customer classification for deletion
3. Switch to Customer classification view.
4. Open the customer classification you want to unmark for deletion.
5. In a multi-site environment, select the organization for which you are editing the item.
6. Click on [Unmark for deletion] in the standard toolbar.

• Deletion flag will be removed.

Delete version

Preconditions

An item data version for the selected customer classification, that will be valid only in the future, exists.

Instructions

1. Open the Items application.
2. Open the item for which you want to unmark a future version of a customer classification for deletion.
3. Switch to Customer classification view.
4. Open the customer classification whose version you want to unmark for deletion.
5. In a multi-site environment, select the organization for which you are editing the data.
6. Using the [Next] and [Back] buttons browse in the Valid from field and  switch to a future version of the item data to be deleted.
7. Click on [Delete] button on the standard toolbar.

• The selected version of the customer classification of the item will be deleted.

Create New Version of an Item in the Customer Classification View

Preconditions

In order to generate a new version, it is important for the item to have customer classification data.

Instructions

1. Open the Items application.
2. 2. Open the item for which you want to enter a future version of the customer classification of the item.
3. Switch to Customer classification view.
4. Open the customer classification for which you want to enter a new version.
5. Click on [New version] button on the standard toolbar.

• A new version of the customer classification data will be generated.

6. Enter a future date in the Valid from field from which this version of the item’s customer classification data will be valid.

7. Click the Save button in the standard toolbar.

• The new version is saved.

Duplicate Customer Classification data of an Item

Instructions

1. Open the Items application.
2. Open the item for which you want to duplicate the customer classification data.
3. Switch to Customer classification view.
4. Open the customer classification you want to duplicate.
5. Click on [Duplicate] button on the standard toolbar.

• The system generates new data for the selected customer classification for the item.

6. Specify the desired customer classification.

7. Save the new customer-related item data.