| 1. Tools Setup |
| 1.1. Prerequisites for Tools Setup |
Complete the attached worksheet and "Mark as Completed RoadMap Section B Item 3-k" before continuing the setup.
User MUST have full rights to the "System Setup" in System Security to setup these modules. User with "Supervisor Rights" will automatically have access.
|
| 1.2. Introduction for Tools Setup |
These are the descriptions to be used in the Tools/Fixtures section of the Customer Quote Module.
It’s for non recurring charges relating to tools or fixtures, etc. purchased for a particular make assembly. |
| 1.3. Fields & Definitions for Tools Setup |
|
These are the descriptions to be selected from in the NRE (Non-Recurring Charges relating to Tools and/or Fixtures) section of the Customer Quote module.
|
| 1.4. How To ..... for Tools Setup |
| 1.4.1. Setup Tools Setup Module | ||||
The following screen will be displayed:
These items may be sorted in any order by clicking on and dragging the box on the left side, to the (vertical) position desired. This order will be the order displayed in the pull downs when using this list in other modules within the system. Suggestion: Have the one most used at the top of the list. To Add, select the Add button from the main tool bar. Enter in the description. To Edit, select the Edit button from the main tool bar. Highlight the description to be edited, and make any changes.
To Delete, highlight the item you want to delete, select the Delete button from the main tool bar.
Where Used: Customer Quote module.
«Mark as Completed in RoadMap in Section B Item 3-k»
|
