Setup Options for Cross-selling Groups

The following is a list of fields that are relevant for setting up Cross-selling groups:

Pop-up Type ID

Specifies the ID of the pop-up type that is used for this group.

If not set, the system uses:

  1. The first pop-up type that is specific for cross-selling infocodes.

  2. The first pop-up type it finds with pop-up main handler Infocode and selection type Select Options.
Explanatory Header Text Specifies optional header text shown as header for the options (the default is the first 30 characters of the Description).
Triggering Specifies whether the group is shown automatically or only on request.
Link Item Lines to Trigg. Line Specifies whether the sales lines created by the group are linked to the triggering item line.
OK Pressed Action

Specifies the action to be performed when the OK button is pressed in the pop-up.

The options are:

  • Display next undisplayed cross-selling infocode.

  • Display next required cross-selling infocode (minimum selection not reached).

  • Close the pop-up.
Min. Selection Specifies the minimum number of options the user must select (0 = optional).
Max. Selection Specifies the maximum number of options the user can select (0 = unlimited).
Close Pop-up on Max. Selection

Specifies whether reaching maximum selection for the group will close the pop-up panel. This applies when:

  • The groups's maximum selection is greater than zero and maximum selection has been reached.

  • All the cross-selling infocodes in the group have reached their maximum selection.

If not selected, the pop-up closes when OK is pressed.
Parent Qty. Handling

Specifies how the quantity of the parent item is handled. For Pop-up Handling Enhanced Version only.

The options are:

  • None: The parent quantity has no affects.

  • Multiply Options w/Parent Qty - Options are selected for quantity 1. When the option lines are inserted, the quantity of the lines is multiplied with the parent quantity.

  • Select Options for Parent Qty - Options are selected for (and up to) the parent quantity. Max. and Min. selection is multiplied with parent quantity. Use this option for loose linking, such as side orders.
Selection Type Specifies whether the selection can be from multiple cross-selling infocodes or not. If Single, the program only stores the selection from the current infocode selected.
Infocode Validation Period ID Specifies a validation period restricting when the group is valid.

 

See Also

How to: Configure when Pop-up Panel Closes or Shows Next in Group