Editing an action

Actions consist of parameters whose values can be adjusted.

Actions can be linked to products, components and materials in the Product parts lists menu and the Type/material actions menu.
Link the component or material of a product parts list to an action
Link product to an action
Type/Material actions

Requirements

Procedure

  1. Open the Master data > Actions menu.
    Master data: Aktioner
  2. Select the action whose values you want to edit from the list of actions.
  3. Use in the header to open the Action template dialog window.

    psm_master_data_actions_edit_action_window

  4. If necessary, edit the name of the action.
  5. Adjust the values of the listed parameters.

    To display the description and function of a parameter, move the mouse pointer over info-i-circle in the row of the parameter.

  6. Accept the changes using Save.

The action is displayed in the list of actions in the Actions view. Products and their components and materials can be linked to the action in Product parts lists.
Link product to an action
Link the component or material of a product parts list to an action

The actions are sorted alphabetically by name.