Product detail

Security

The Product Detail folder contains a record for each detail line for every product. Each detail line represents a defined vendor/unit of measure combination for a product. If the Purchase Unrestricted flag is not marked on a product, only the vendor/unit of measure combinations that are not flagged as obsolete can be used for purchases. If a product can be purchased from multiple vendors, at least one detail line is needed per vendor. If a product can be purchased from a particular vendor in various units of measure, one detail line is needed for each vendor/unit of measure combination.

When you double-click a record in the Product Detail folder, the Product window opens with the product record loaded and with focus on the detail line that corresponds to the item you double-clicked. Other than the initial focus when you enter the Product window through the Product Details folder, the Product window accessed from the Products folder and the window accessed from the Product Details folder behave the same.

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Product detail security

Common accesses available on product detail

Access A user with this access can...
Change Use the mass change action on product detail.
Data Have read-only access to product detail from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete product detail.
Edit Edit product detail records.
Read Have read-only access to product detail records.
Report Run reports with product detail information.
Report Designs Create and edit report designs with product detail information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to product detail.
Shared Filters Create and edit shared filters on product detail.
Visible View the Product Detail folder in the Navigation pane.

 

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Report Email dialog

From
The email account from which to send the email. Valid options are:
  • Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
  • Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
  • Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.