Creating a New Class of Trade Code

In Class of Trades (SU09), you can create a new record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Class of Trade, the Create button displays on both of these views in iTopia.

  • Note: The ability to create a new Class of Trade in iTopia is controlled by the permissions assigned to the resource within the role. Specifically, the Class of Trade (SU09) resource assigned to your role must include the 'Create' operation.

Creating a new Class of Trade:

  1. On the Class of Trade (SU09) view, from either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Class of Trade/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company Number . Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter the new Class of Trade which can be a maximum of 3 alpha numeric characters in length.

      Note:If you enter a Company and Class of Trade combination that already exists the Details page opens and you may modify the Class of Trade Name.

    When all of the information is entered, click Continue to continue creating the new Class of Trade.

  3. The Class of Trade (SU09)-Detail page opens for the new Class of Trade record.

  4. Enter the Class of Trade Name for the COT code to a maximum of 20 alpha numeric characters. This is a mandatory field.

    For details on the information required in every field, please see the field descriptions outlined in the Class of Trade (SU09) topic.

  5. When all of the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the Class of Trade (SU0918)-Details page.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit action buttons will be discarded.

    • When you click Submit , all of your changes are saved and you are returned to the Create page where you can enter another new Class of Trade or modify existing records.

 
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