Setting Up a Contents List

 

To set up a new contents list you need to:

 

§   Select the startpoint in the Select Startpoint Window.

 

§   Define a code and title for the contents list in the Maintain Contents Window.

 

§   Define the rows and the Global records you want them to be based on in the Rows for Contents List Window.

 

§   Define the columns for each row in the Columns for Row Window. Each column can either be based on all or part of any of the Global fields in the linked record or can be a constant.

These steps are described in detail in the following topics.

Note

When you create a new contents list you have the option of:

§   Automatically creating a row from each Global record available at the selected startpoint. Each row is created with a column structure matching the field structure of the Global record. You can then make any necessary amendments, e.g. deleting unwanted columns.

 

§   Automatically copying rows (and their column structure) from another contents list. You can then make any necessary amendments.

 

§   Creating the rows and their column structures from scratch.

EDI imports

Contents lists for EDI stock balance and product list imports must contain all the fields in all the Global records available at their startpoints.

 

Contents lists for EDI sales order and purchase order imports must contain a minimum of the following:

§   The account number and order reference fields from the order header record.

 

§   The product, quantity, and unit fields from the order lines record.

 

Other fields from the order header and order line records can optionally be included.