Adding a Reference Specification

New reference specifications are added on the Action Relationships tab of the Summary component for the associated record type, either the Material Summary, Material Category Summary, Item Summary, or Item Family Summary, as appropriate. Select Create New Reference Specification from the Actions menu on an action relationship row.

On the Add Reference Specification Summary, you can view or enter information about the specification in these fields:

To save the new reference specification, you must enter a value in the Specification Name field. It is not required, but you can enter values in the Effective Date, Expiration Date, and Status fields. The system automatically enters information from the action relationship in the remaining fields.

Click Save when you are finished. The system takes you to the Reference Specification Summary and displays a message to confirm that the new information was saved. For more information, see Maintaining a Reference Specification.

Related topics:

Managing Reference Specifications

 

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