Code lists
Partners
Overview
In the ERP system, partners are used to refer to external entities, usually other companies. with...
Create new partner
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Update existing partner
Partners should only be updated by authorized users. -
Delete partner
This action requires the "delete partner" permission. Partners should never be deleted, unless t...
Production facilities
Work resources
Work resource types
Templates
Template types
Technology
Technology steps
Work skills
Product types
Product stock types
Product classifications
Export control classification numbers
Tax types
Expense events
Tariff codes
Cost centers
Batch serials
BOM types
Sales types
Payment terms
Payment methods
Incoterms
Invoice clauses
Regions
Countries
Currencies
Holidays
Overview
Holidays in an ERP’s HR module serve as a centralized reference for public, regional, and company...
Create new holiday
This action requires the "create holiday" permission. New holiday entries can be added through t...
Update existing holiday
This action requires the "update holiday" permission. Holidays should not be updated due to thei...
Delete holiday
This action requires the "delete holiday" permission While holidays can be deleted if necessary,...
Generate holidays for year
This action requires the "create holiday" permission. Holidays can be added one at a time throug...
Tags
Overview
Tags are used within the ERP to mark entries or to "tag" them as a certain thing for informationa...
Create a new tag
New tags can be added through the "Create new tag" form or with the "Tag editor" tool. Create f...
Update an existing tag
Tags can be updated either with tag editor or from their own details pages. Editing in tag edito...
Delete tag(s)
Tags can be deleted in the tag editor or from the table view by users with proper permissions. I...
Using tags
Tags are, in most cases, meant to inform, meaning they can be assigned to entries. Once assigned,...