Maintaining Owners

In this scenario, you will use the Maintain Owners/Partners screen to maintain the owners/partners within the SPIRIT WIC system. The maintenance of owners/partners includes adding, editing, and deleting owners/partners.

For training purposes, you will add several owners/partners.

Note

NOTE: Press the F1 key at any time to access help for the current application screen. Each screen's help topic explains the screen's function and describes its content.

Complete the following steps to perform this scenario:

1.        Display the Reference Utility screen.

Note

NOTE: The Reference Utility screen displays upon the completion of the Login process.

2.        Double-click Owners/Partners in the Reference Utility data grid. The Maintain Owners/Partners screen displays.

3.        Do one of the following:

The Edit Owner/Partner screen displays.

Note

NOTE: If you are deleting an owner, the process is complete after you confirm the deletion. Skip to the concluding paragraph.

4.        Complete the information on the Edit Owner/Partner screen as necessary.

5.        Click OK.

The Vendor Owners/Partners data grid is refreshed to display the information you completed while maintaining owners/partners. You can repeat the steps in this scenario, as necessary, to continue maintaining owners. For training purposes, click Close to dismiss the Maintain Owners/Partners screen and return to the Reference Utility screen.

Congratulations! You have successfully completed the steps necessary to maintain owners/partners.

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Reference Utility