Applications › Data
The Data area provides central access to the business records that support sales, purchasing, PM, finance, and operational activities. It includes Accounts, Contacts, Projects, reference lists, and VL registrations.
Sales representatives and account managers use these records to maintain customer and supplier relationships. Project managers use project records to support PM activities and Job Profitability analysis. Finance and operational users may also rely on these records for consistent business information across related workflows.
The area manages core master and reference data rather than transactional processes. Keeping these records current helps ensure that information is available consistently when working with RFQs, Direct orders, Buyouts, Warehouse operations, and reporting.
What you can do here
- Select New to create a new record in the current Data screen.
- Select icn-update to update the selected record.
- Select icn icn-layoout to access layout-related options for the current screen.
- Select Standard Layout to apply the standard screen layout.
- Select Add Layout to create an additional layout.
- Select Save or Update Current to save layout changes.
- Select Delete Current, Delete, Columns Chooser, or icn icn-settings to manage the current layout, displayed columns, or screen settings.
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