Topic overview
This document describes the Customers view in Items application, which can be used, e.g., for entering sales data for a specific customer.
Add item data in reference to a customer
Preconditions
Data can only be entered for the Customers view 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
- Open the Items application.
- Open the item for which you want to enter customer-related item data.
- Switch to Customers view.
- Click on [New] button on the standard toolbar.
- In the Customer field, enter the customer for which you want to enter item data.
- 6. If required, fill out the other fields with the desired sales data.
- Click on [Save] button on the standard toolbar.
Delete customer-related item data
Customer-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.
Mark customer-related item data for deletion
Preconditions
The customer-related item data has not been marked for deletion yet.
Instructions
- Open the Items application.
- Open the item for which you want to mark customer-related item data for deletion.
- Switch to Customers view.
- Open the customer for which the item data need to be marked for deletion.
- In a multi-site environment, select the organization for which you are editing the item.
- Click on [Mark for deletion] in the standard toolbar.
The customer-related item data is marked for deletion and saved.
Unmark customer-related item data for deletion
Preconditions
The customer-related item data has been marked for deletion.
Instructions
- Open the Items application.
- Open the item for which you want to unmark customer-related item data for deletion.
- Switch to Customers view.
- Open the customer for which the item data need to be marked for deletion.
- In a multi-site environment, select the organization for which you are editing the item.
- Click on [Unmark for deletion] in the standard toolbar.
Deletion flag will be removed from the customer item.
Delete customer-related item data version
Preconditions
A customer-related item data version, that will be valid only in the future, exists.
Instructions
- Open the Items application.
- Open the item for which you want to remove a future version of the customer-related item data.
- Switch to Customers view.
- Open the item for which you want to remove a future version of the customer-related item data.
- In a multi-site environment, select the organization for which you are editing data.
- Using the [Next] and [Back] buttons browse in the Valid from field and switch to a future version of the planning data to be deleted.
- Click on [Delete] button on the standard toolbar.
This selected version of the item data is deleted.
Create a new version customer-related item data
Preconditions
Open the item for which you want to enter customer-related item data.
Instructions
- Open the Items application.
- Open the item for which you want to enter a future version of the customer-related item data.
- Switch to Customers view.
- Open the customer for which you want to enter a future version of the customer-related item data.
- Click on [New version] button on the standard toolbar.
A new version of the customer-related item data will be generated.
- Enter a future date from which the customer-related item data will be valid in the Valid from field.
- Click the Save button in the standard toolbar.
This selected version of the item data is deleted.
Duplicate customer-related item data
Instructions
- Open the Items application.
- Open the item for which you want to duplicate customer-related item data.
- Switch to Customers view.
- Open the customer whose customer-related item data you want to duplicate.
- Click on [New] button on the standard toolbar.
The system generates a new record.
- Specify the desired customer.
- Save the new customer-related item data.