Procedures

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related Topics:

  • Select a Hub Record
    When you want to find a hub record, you can use a Lookup, the Quick Find feature, or the I Search dialog box.
  • Create a New Unit Table
    Use the Unit Info Center to create new unit tables.
  • Create a New Unit Table from an Inventory Item
    This option is available if you use Vision Purchasing and Inventory and you select the Use Inventory option in Purchasing and Inventory Configuration. When you copy an inventory record, the new unit table inherits the properties associated with the copied record.
  • Copy a Unit Table Record
    You can copy a unit table and then edit the record to create a new unit table. When you copy a unit table, the new unit table inherits the units associated with the copied table.
  • Create a New Unit Record
    Use the Unit Info Center to create unit records. Each record must have a unique identifier.
  • Copy a Unit Record
    You can copy and modify an existing unit record from other unit tables in your database to create a new unit record. When you copy a unit record, Vision copies the existing unit number to the new unit record. You cannot copy a unit record if an existing row in the target table already has the unit number assigned.
  • Modify a Unit Record
    You can modify most hub records at any time. The basic procedure that you use to modify records is the same for all hubs.
  • Delete a Unit Record
    When you delete a hub record, you permanently remove it from the database. You cannot undo the deletion of a hub record. The basic procedure that you use to delete records is the same in all hubs.
Parent Topic: Unit Info Center Overview