Organization

1-2-3 How to Assign an Item (Without version) to a Person

 

What to do:

1. Select Start > Organizations > Persons.
2.

Select Mrs Susan Smith from the list of persons.

3. Select References > Use in items (without version) from the context menu.
A new mask Rel. items (without ver.) to the person is opened with all items that have been assigned to the selected person.
4.

Change to Insert mode with the button .

5. Change to the field Item No.
6. Click the button .
The Items list is opened in search mode.
7.

Click the button or press ENTER twice in to display the available documents.

8.
Select the item ART-1000 - EP Ballpen.
9. Select Take Entry from the context menu.
10.

Change to the Rel. Type field.
The button is opened on the right hand side. This button indicates the availability of at least one additional selection mask. A new mask is opened ( Relation types general organ.data in Search mode.

11. Click the button to display the available relationship types.
12. Select the relationship type Created by.
13. Select Take Entry from the context menu.
13.

Save the record with the button .