Attribute templates, together with the template fields, are ideally designed to categorize your items and business partners by attributes, facilitating an easy, quick search. The following lists a typical set-up of Attribute Search Handling. Instructions are the same for Item and Business partner Attribute Templates, but the files to access are outlined. See the Panel help for each program/panel for more detailed instructions and About attribute search handling in IBS Enterprise for an overview.
Sequence | Table/File | To do |
---|---|---|
Create template headers | Work with item attribute templates Work with BP attribute templates |
Up to nine templates can be created. Create those required, assigning the code, description and the default sequence. The default sequence number controls the default loading of the template (and consequently the associated search fields) when the user accesses Attribute search mode. It will also allow you to utilize the Sequential add function key when connecting your attribute templates and subsequently defining the fields values in the Item/Business partner file. |
Create the template fields for the attribute template | Work with item attribute templates Work with BP attribute templates Note: Select the applicable attribute template to access the Template fields panel |
Per template, up to 10 user-defined template fields can be created. Add the template fields and define the following per field:
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Connect the item/BP attribute template(s) to the item/business partner | Work with items panel Search attributes Work with Business partners panel Search attributes Tip: Create an Item/Business partner template that only contains that panel to expedite the process. |
Add the attribute templates required, one by one or click the Sequential add function key for those templates with a defined default sequence number. The labels for the template fields held in the Attribute template will be displayed. Define the search criteria by entering the values for each field. The entry rules for each value entered is controlled by the associated template field attributes. Range or validation table entries, if entered, will be used to validate the entered values. |