Master Data Hints

You can can add hints to master data in TRASER DMS.
These hints will be displayed in a separate window as soon as you use a master data record in a document. The contents of this chapter are divided into the following sections:

• Setting up User Permissions for Viewing Hints
• Creating Hints for Contacts
• Creating Hints for Customers
• Creating Hints for Assets
• Creating Hints for Items
• Creating Hints for Resources,
• Creating Hints for Service Items
• Creating Hints for Vendors

Setting up User Permissions for Viewing Hints

This section describes how you set up the permission for users to view hints.

To set up the permission to view hints, proceed as follows:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page User Setup.
• The page User Setup is displayed.
• Open a user card; to do this, select a user and click on Card in the menu bar.

• The user setup card is displayed.
• In the TRASER pane, you can choose between three options to carry out the hint display settings for this user:

• Activate the applicable toggle switches to customize user permissions.

You have successfully carried out the master data hint display settings for the user.

Creating Hints for Contacts

This section describes how to create a hint for a contact.
To create a new master data hint for a contact, do the following:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Contacts.
• The page Contacts is displayed.
• Select the contact from the Contacts list that you want to create a master data hint for.
• Click Related > Contact > Hints in the menu bar.

• The page Hint Texts is displayed.
• Enter a Hint Text into the text field.
• Activate the check boxes for the areas in which the hint text should be displayed to the users.

You have successfully set up a hint for a contact. Depending on the settings for this hint, the hint will be shown in the areas Sales, Purchase and/or Service.

Creating Hints for Customers

This section describes how to create a hint for a customer.
To create a new master data hint for a customer, do the following:

• Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Customers.
• The page Customers is displayed.
• Select the contact from the Customers list that you want to create a master data hint for.
• Click Related > Customer > Hints in the menu bar.

• The page Hint Texts is displayed.
• Enter a Hint Text into the text field.
• Activate the check boxes for the areas in which the hint text should be displayed to the users.

You have successfully set up a hint for a customer. Depending on the settings for this hint, the hint will be shown in the areas Sales and/or Service.

Creating Hints for Assets

This section describes how to create a hint for an asset.
To create a new master data hint for an asset, do the following:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Fixed Assets.
• The page Fixed Assets is displayed.
• Select the asset from the Fixed Assets list that you want to create a master data hint for.
• Click Related > Fixed Asset > Hints in the menu bar.

• The page Hint Texts is displayed.
• Enter a Hint Text into the text field.
• Activate the check boxes for the areas in which the hint text should be displayed to the users.

You have successfully set up a hint for a fixed asset. Depending on the settings for this hint, the hint will be shown in the areas Sales and/or Purchase.

Creating Hints for Items

This section describes how to create a hint for an item.
To create a new master data hint for an item, do the following:

• Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Items.
• The Items page is displayed.
• Select an item from the Items list that you want to create a master data hint for.
• Click Related > Assembly/Production > Hints in the menu bar.

• The page Hint Texts is displayed.
• Enter a Hint Text into the text field.
• Activate the check boxes for the areas in which the hint text should be displayed to the users.

You have successfully set up a hint for an item. Depending on the settings for this hint, the hint will be shown in the areas Sales and/or Purchase.

Creating Hints for Resources

This section describes how to create a hint for a resource.
To create a new master data hint for a resource, do the following:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Resources.
• The page Resources is displayed.
• Select the resource from the Resources list that you want to create a master data hint for.
• Click Related > Resource > Hints in the menu bar.

• The page Hint Texts is displayed.
• Enter a Hint Text into the text field.
• Activate the check boxes for the areas in which the hint text should be displayed to the users.

You have successfully set up a hint for a resource. Depending on the settings for this hint, the hint will be shown in the areas Sales, Purchase and/or Service.

Creating Hints for Service Items

This section describes how to create a hint for a service item.
To create a new master data hint for a service item, do the following:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Service Items.
• The page Service Items is displayed.
• Select a service item from the Service Item list that you want to create a master data hint for.
• Click Related > Service Item > Hints in the menu bar.

• The page Hint Texts is displayed.
• Enter a Hint Text into the text field.
• Activate the check boxes for the areas in which the hint text should be displayed to the users.

You have successfully set up a hint for a service item. Depending on the settings for this hint, the hint will be shown in the areas Sales, Purchase and/or Service.

Creating Hints for Vendors

This section describes how to create a hint for a vendor.
To create a new master data hint for a vendor, do the following:

• Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Vendors.
• The page Vendors is displayed.
• Select a vendor from the Vendors list that you want to create a master data hint for.
• Click Related > Vendor > Hints in the menu bar.

• The page Hint Texts is displayed.
• Enter a Hint Text into the text field.
• Activate the check boxes for the areas in which the hint text should be displayed to the users.

You have successfully set up a hint for a vendor. Depending on the settings for this hint, the hint will be shown in the area Purchase.

Related topics

• User Setup Card