Relation Type
A relation type, such as Substitute or Accessory, used on the related items of an item.
What it is for
On the item in each company, the Item Relationship list pairs the item with other items, each with a relation type from here. A relation type marked Predefined cannot be deleted. The screen is not placed on any menu.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Item Relation Type | The short code. | Cannot be changed once saved. Required |
| Name | The name shown in lookups and on documents. | A clear name. Required |
| Notes | Free notes. | Any text |
| Predefined | Delivered with the system; such a type cannot be deleted. | Leave as delivered |
| Block | Marks the record as blocked. | Tick to retire it |
How to configure it
There is nothing to configure beyond the fields above. Which fields are shown, required or hidden can be changed per company by the consultant in the screen configuration.
Scenarios
- A spare-parts dealer wants to show the substitute part when one is out of stock. Make a relation type Substitute and list the substitute on each part.
What it is connected to
- Release Item In Legal Entity - Item Relationship list
If something looks wrong
- "Item Relation Type : ... cannot be deleted as it is predefined" Predefined types are kept. Make a new type instead.
- "... can not be empty" on Save. The code is missing. Type a code.
- "... already exists" on Save. Another relation type already uses this code.