Integration of articles and authorisation

Subscription articles are item types. There are different types of items. In Profit Subscriptions you only use the types Article and Assembled item (an assembled item consists of multiple articles).

Master data in more Profit modules

In Profit Subscriptions you use only the Article and Assembled item item types. In Profit Order management, Profit CRM and Profit Projecten these article types are also used.

To view an article in Profit Subscriptions:

1. Go to: Start menu / Subscriptions / Subscription.

   

   You see that in Profit Subscriptions the item types Article and Assembled item occur.

2. Click on:Article.
3. Open the view:Items (All).
4. Open the properties of the article..

   

   You are now on the General tab containing the description of the article, among other things. You see other tabs containing data for the article here.

5. Click on a number of tabs to view their contents.
6. Click on: OK.

To view an article in Profit Logistics:

1. Go to:  Start menu / Order Management / Item.

   

   You see that articles and assembled items also are present here.

2. Click the Article menu option.
3. Open the properties of the article..

   You see that the data is identical to that in Profit Subscriptions.

4. Click on: OK.

To view an article in Profit Projects:

1. Go to: Start menu / Projects / Item.

   

   You see that the Item types that you have seen in Profit Subscriptions, are also used in Profit Projecten.

2. Click on: the Article menu option.
3. Open the properties of the article..

   You see that the data here too are identical.

4. Click on: OK.

To view an article group in CRM:

The course administration also uses components from Profit Subscriptions. View the article groups in Profit CRM.

1. Go to: Start menu /CRM / Course management / Configuration.

   

2. Click on: Article group.

   Here you see the same article groups as in Profit Subscriptions, Profit Order management and Profit Projecten.

3. Close the view.

Master data authorisation in the case of integration

In Profit Subscriptions you can see the master data for Items (articles and assembled items) unfiltered, which includes the articles from Profit Logistics. Bear this in mind, for instance when you add custom fields and tabs.

You can authorise the menu options for the various item types per module.

However, the action and tab authorisation for this master data is integrated. This means that the settings in a tab in the one module are identical to the settings in the same tab in the other module.

You will have to set filters for the authorisation of content if you want to show articles for subscriptions only (without stock, in an article group for subscriptions only, for example).

To view the authorisation:

You now view the authorisation for the Item types.

1. Go to: General / Management / Authorisation tool.

   

2. Go to the tab: Group maintenance (left).
3. Select the user group.
4. Go to the tab: Menu (right).
5. Click on: the '+’ for Algemeen.
6. Open the Logistics, Subscriptions and Projects folders.

   

   You see that each module has its item-related menu options (or item types such as article or assembled item for Subscriptions) for authorisation.

7. Go to the tab: Authorisation.
8. Open the Invoicing, general folder.

   

   You see that all tab and action authorisations for items, etc., are grouped under the Facturering algemeen header. This also applies to the authorisation of the Counter/direct invoice and Sales invoice and the management of the Invoicing, which is also intended for use with multiple modules.

   Where authorisation of these elements is possible in multiple modules, the authorisation is exactly the same.

   Please also refer to Authorisation.

9. Close the Authorisation tool.