Edit Recipe Groups

There are two ways to access and edit a recipe group:
  • List portlet
  • Quick Actions portlet
  1. To access the List portlet:
    1. On the Home page, click the Personalize link to expand the Personalize Dashboard section.
    2. Use the < and > pagination symbols to navigate to the List tile, and then select it.
    3. In the List dialog, select ORBO Recipe Group List from the List Type drop-down list, and then click the Save button. The list of existing Recipe Groups is displayed in the main Dashboard portlet.
      The ORBO Recipe Group List portlet header allows you to:
      • Navigate between records using the < and > pagination symbols.
      • Navigate between records using the COGS Account drop-down.
      • Open the main ORBO Recipe Group List by clicking the link for the Total number of groups, allowing direct access to the main records.
      The list allows you to:
      • Edit information, such as the Name, Default COGS Account, and Default Asset Account directly in the list.
      • Open a Recipe Group record in Edit or View mode.
      • Delete a Recipe Group record if it is not used in any recipes.
  2. Alternatively, add a shortcut to the Quick Actions portlet and use it to access the ORBO Recipe Group List directly.