Entering Coordinator and Group— Exercises
Main Exercises
Purpose: The purpose of these exercises is to show where and how to set up coordinator groups and
coordinators.
Windows:
Coordinator Groups
Coordinators
IFS Racing has employed a new coordinator who will be responsible for all large clients. You will create a new
coordinator group for that employee. You will then enter a new record for a coordinator and connect it to this coordinator group.
The coordinator for your user already exists in the database. To able to enter a coordinator, you need to select
another user from the cross-reference table (click the link).
Example: If your alias is racing driver ALAIN, you should enter a new record for JOAL.
- Open the
Coordinator Groups
window and create a new record (F5).
- Enter a value in the Coordinator Group ID field.
Note: You are limited to one character.
- Enter a description for the coordinator group.
- In the Customer Order No field, enter the starting number of the customer order number series.
- In the Sales Quotation No field, enter the starting number of the sales quotations number series.
- In the Purchase Order Prefix field, enter the prefix letter and
in the
Purchase Order No field, the starting number of the purchase order number series.
- In the Distribution Order Prefix field, enter the prefix letter
and in the Distribution Order No field, the starting number of the distribution
order number series.
- In the Distribution Allocation Prefix field, enter the prefix
letter and in the Distribution Allocation No field, the starting number of the
distribution allocation number series.
- Save your record (F12).
- On the Coordinators window, create a new record (F5).
- Enter the person ID by using the List of Values. For information about which person to enter, use the cross-reference
table above. The name and phone number will be automatically filled in if they have been entered in the person record.
- Select the coordinator group, which you created above, by using the List of Values.
- Optionally, select the Blocked for Use check box to block the
coordinator from further use.
Note: If you block a coordinator that is specified as the default
value in the
Sites
per User window,
a dialog box appears when you select the Blocked for Use check box.
Specify a different coordinator to update the default coordinator ID for all
users whose current default value is the one you blocked.
- Save your record (F12).