Companion Name Maintenance

Menu Path: Warehouse Management Images\bluerarw.gif Module Setup Images\bluerarw.gif Product Relationships Images\bluerarw.gif Companion Name Maintenance

Purpose

Define companion names.

Overview

Use Companion Name Maintenance to set up companion names. For more information, see companion product.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Companion Name Maintenance window.

New

Click this button to create a new companion name.

Update

Click this button to update the selected companion name.

Delete

Click this button to delete the selected companion name.

OK

Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

First

Click this button to display the first companion name.

Prev

Click this button to display the previous companion name.

Next

Click this button to display the next companion name.

Last

Click this button to display the last companion name.

Fields and Buttons

Field or Button

Description

Companion Name ID

Enter a companion name ID, or click the Lookup button to select a companion name ID.

Name

Enter a companion name.

Main Tab Fields and Buttons

Field or Button

Description

Description

Enter a description of the companion name.

Date Type

Select whether to use the required date or the order date as the reference point for adding a companion product to an order.

Companion Resolution

This grid displays the order of resolution for the companion name. This determines the sequence combination to search through for a match.

You can click the Up or Down buttons to change the order of the following:

  • Companion Name - Companion Class

  • Companion Name - Product

  • Customer - Companion Class

  • Customer - Product

Note Every order line is evaluated for the possibility of companion products.

Up

Click this button to move the selected option up in the Companion Resolution grid.

Down

Click this button to move the selected option down in the Companion Resolution grid.