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Source
Getting Started > Setting Up a New Company > System Setup > Source

Glossary Item Box

Introduction About:

Source indicates the marketing channels used. By defining sources, you will be able to determine which marketing channels works best for you.

 

Terminology Steps:

Define Sources

  1. Go to the System Manager module.
  2. Select Source under the Maintain menu. The Source setup form is displayed.
  3. Click New button to add a new line.
  4. Enter source e.g. Email Promotion in the Source column and add a Source Description.
  5. Click the Active checkbox.
  6. Save the details before closing the Source setup form.

 

How To How To:

ShowInactivate a Source

  1. In the Source setup form, select the source in the list.
  2. Uncheck the Active checkbox.
  3. Save the details before closing the Source setup form.

 

ShowDelete a Source

Note that sources that are assigned to class templates or entities or used in any transaction may not be deleted.

  1. In the Source setup form, select the source to delete.
  2. Click on the Delete option in the toolbar menu.
  3. Choose Yes in the prompt to delete.

 

Next Steps Next Steps:

Assign default source. See Also: Customer Class Templates | Customer Ship To Class Templates | Supplier Class Templates

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