Industry

Industry holds the industries customers, vendors and leads are classified by.

Where

Organizational Structure › General (OSIN)

Who uses it

The implementation consultant or the system administrator

When

Once, while the company is being set up, and whenever a new one is needed

Needs first

Nothing

What it is for

Picked on customers, vendors, leads and opportunities, for reporting.

Every field in plain words

General

Field	What it means	What to put
Industry	The code that identifies the industry. You type it on New, before Create.	Required. A short code; it cannot be changed once the record exists.
Name	The name of the industry, shown next to the code wherever it is picked.	Required.
Block	Stops the industry from being used.	Tick to block. A blocked record drops out of the pick lists other screens use.

How to configure it

The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to

• Picked on Lead, Merchant in CRM and expenses.
• Picked on Release Vendor In Legal Entity, Vendor, Vendor In Legal Entity in Payables.
• Picked on Customer, Customer In Legal Entity, Release Customer In Legal Entity in Receivables.
• Picked on Lead in Sales.

If something looks wrong

• Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.