Organization

1-2-3 How to Assign an Item to a Person

 

What to do:

1. Select Start > Organizations > Persons.
2.

Select Mrs Susan Smith from the persons list.

3. Select References > Use in Items from the context menu.
A new mask Related items 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 Number.
6. Click the button .
The Items list is opened in search mode.
7.

Click the button to display the available documents.

8.
Select the item ART-1000 Ball Pen.
9. Select Take Entry from the context menu.
10.

Change to the Rel. Type field.

11. Click the button .
12. Select the relationship type Editor.
13. Save the record with the button .