Associating Documents/Items with Parts

Users can associate one or more items and one or more documents against each part number.  Users can use the Import Function to import multiple document/part and item/part associations all at once.

 

Associating Documents With Parts

 

 

To exclude a document association with a part (because the record was not created by you and thus cannot be deleted by you), select “N” in the “Include” field.

 

When output documents are generated by SalesDoc Architect, all document sections that are associated with a part that has been configured within a SalesDoc Architect configuration will be inserted into the output document.

 

Associating Items with a Part

 

 

 Type 5 if there are 5 phone sets contained within a part number package and you’ve set up an item called PhoneSet in the ItemCategories table.

 

 

 

Use this description to provide more information on customer outputs regarding what is provided within a particular part number (e.g., the bill of materials for the part number).

 

 

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