Difference between revisions of "How do I Create a New Attribute Category?"

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== Summary ==
 
== Summary ==
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This Article explains how to create a new attribute Category.
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This article explains how to create a new Attribute Category.
  
 
== More Information ==
 
== More Information ==
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An attribute category is used for grouping categories together. This can be used in conjunction with [[Stock Attributes]] or [[How do I set up Customer/Supplier Attributes?|Account Attributes]].  
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An attribute category is used for grouping attributes together. This can be used in conjunction with any of the attributes available in the system. Here we will concentrate on [[Stock attributes]] and [[How do I set up customer/supplier attributes?|Account Attributes]].
  
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{{Example|text=For example in stock control you could have a category of {{DataValue|Colour}} which contains all the [[Stock Attributes|stock attributes]] for the various colours available.}}
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{{Example|text=For example in {{ST}}, you could have a category of {{DataValue|Colour}} which contains all the [[Stock attributes|stock attributes]] for the various colours available.}}
  
 
=== Stock Attribute Category ===
 
=== Stock Attribute Category ===
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To create an Stock {{DataValue|Attribute Category}} you will need to:
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Go to {{Menu|{{ST}}|Maintenance Options|Add or Edit Stock Attributes}}.
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*Got to {{Menu|{{ST}}|Maintenance Options|Add or Edit Stock Attributes}}
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* Either click {{Button|Add}} or search for a specific [[How do I add a new stock attribute?#Editing|attribute]] and click {{Button|Edit}}.
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* Either {{Button|Add}} or search for a specific [[How do I add a new Stock Attribute?#Editing|attribute]] and click {{Button|Edit}}.
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* Click on the {{Tab|Settings}} tab.
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* Click on the {{Tab|Parameters}}.
 
 
* Click on the field for {{DataPrompt|Category:}} and press {{KeyPress|C-F1}}.
 
* Click on the field for {{DataPrompt|Category:}} and press {{KeyPress|C-F1}}.
 
* Press {{KeyPress|F6}} or click the {{Button|Add}} button.
 
* Press {{KeyPress|F6}} or click the {{Button|Add}} button.
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**On {{DataPrompt|Attribute category:}} enter up to a 3 digit code.  
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**On {{DataPrompt|Attribute category:}} enter up to a 3 digit code.
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{{Example|iconsize=small|text=i.e. COL.}}
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{{Example|iconsize=small|text=e.g. COL.}}
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**On {{DataPrompt|Description:}} give the new category a description.  
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**On {{DataPrompt|Description:}} give the new category a description.
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{{Example|iconsize=small|text=i.e. Colour.}}
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{{Example|iconsize=small|text=e.g. Colour.}}
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**Click on the {{Tab|Parameters}} tab.
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**Click on the {{Tab|Settings}} tab.
 
***If this needs to be a [[How do I set up Mandatory Attributes?|mandatory]] category ''(an attribute within the category must be selected)'', set the flag to {{DataValue|Yes}} else leave it as {{DataValue|No}}.
 
***If this needs to be a [[How do I set up Mandatory Attributes?|mandatory]] category ''(an attribute within the category must be selected)'', set the flag to {{DataValue|Yes}} else leave it as {{DataValue|No}}.
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***If the attributes in this category are to be used internally set the {{DataPrompt| Internal?:}} to {{DataValue|Yes}} else leave it as {{DataValue|No}}.
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***If the attributes in this category are to be used internally, set the {{DataPrompt| Internal?:}} flag to {{DataValue|Yes}} else leave it as {{DataValue|No}}.
 
**Click {{Button|Done}} and click {{Button|Accept}} to save the new Stock Attribute Category.
 
**Click {{Button|Done}} and click {{Button|Accept}} to save the new Stock Attribute Category.
  
 
=== Account Attribute Category ===
 
=== Account Attribute Category ===
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To create an Account {{DataValue|Attribute Category}} you will need to:
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Go to {{PlatinumModuleSettings|{{SL}}|Customer Attributes}} or go to {{PlatinumModuleSettings|{{PL}}|Supplier Attributes}}.
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*Got to {{Menu|{{RP}}|Maintenance Options|System Administrator}} and either {{Menu|Add or Edit Customer Attributes}} for customer attributes or {{Menu|Add or Edit Supplier Attributes}} for supplier attributes.  
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* Either click {{Button|Add}} or search for a specific [[How do I set up customer/supplier attributes?|attribute]] and click {{Button|Edit}}.
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* Either {{Button|Add}} or search for a specific [[How do I set up Customer/Supplier Attributes?|attribute]] and click {{Button|Edit}}.
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* Click on the {{Tab|Settings}} tab.
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* Click on the {{Tab|Parameters}}.
 
 
* Click on the field for {{DataPrompt|Category:}} and press {{KeyPress|C-F1}}.
 
* Click on the field for {{DataPrompt|Category:}} and press {{KeyPress|C-F1}}.
 
* Press {{KeyPress|F6}} or click the {{Button|Add}} button.
 
* Press {{KeyPress|F6}} or click the {{Button|Add}} button.
 
**On {{DataPrompt|Attribute category:}} enter up to a 3 digit code.
 
**On {{DataPrompt|Attribute category:}} enter up to a 3 digit code.
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{{Example|iconsize=small|text=i.e. TYP}}
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{{Example|iconsize=small|text=e.g. TYP}}
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**On {{DataPrompt|Description:}} give the new category a description.  
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**On {{DataPrompt|Description:}} give the new category a description.
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{{Example|iconsize=small|text=i.e. Trade Type}}
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{{Example|iconsize=small|text=e.g. Trade Type}}
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**Click on the {{Tab|Parameters}} tab.
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**Click on the {{Tab|Settings}} tab.
 
***If this needs to be a mandatory category, set the flag to {{DataValue|Yes}} else leave it as {{DataValue|No}}.
 
***If this needs to be a mandatory category, set the flag to {{DataValue|Yes}} else leave it as {{DataValue|No}}.
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{{Tip|text='an attribute within the category must be selected}}
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{{Tip|text=An attribute within the category must be selected}}
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**Click {{Button|Done}} and click {{Button|Accept}} to save the new Stock Attribute Category.
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**Click {{Button|Done}} and click {{Button|Accept}} to save the new Account Attribute Category.
  
 
== See also ==
 
== See also ==
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* [[How do I add a new Stock Attribute?]]
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* [[How do I add a new stock attribute?]]
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* [[How do I set up Customer/Supplier Attributes?]]
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* [[How do I set up customer/supplier attributes?]]
 
* [[How do I set up Mandatory Attributes?]]
 
* [[How do I set up Mandatory Attributes?]]
  
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{{KB_Tags|Creating, New, Attribute, Attributes, Category, Stock, Account, Codes}}
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{{KB_Tags|creating, new, attribute, attributes, category, stock, account, codes}}
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{{KB_ST}}{{ZN_Admin}}
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{{How}}{{KB_ST}}{{ZN_Admin}}

Latest revision as of 05:30, 19 June 2019

Summary

This article explains how to create a new Attribute Category.

More Information

An attribute category is used for grouping attributes together. This can be used in conjunction with any of the attributes available in the system. Here we will concentrate on Stock attributes and Account Attributes.

For example in Stock Control, you could have a category of 'Colour' which contains all the stock attributes for the various colours available.

Stock Attribute Category

Go to " Stock Control Maintenance Options Add or Edit Stock Attributes".

  • Either click [Add] or search for a specific attribute and click [Edit].
  • Click on the [Settings] tab.
  • Click on the field for "Category:" and press <Ctrl+F1>.
  • Press <F6> or click the [Add] button.
    • On "Attribute category:" enter up to a 3 digit code.
e.g. COL.
    • On "Description:" give the new category a description.
e.g. Colour.
    • Click on the [Settings] tab.
      • If this needs to be a mandatory category (an attribute within the category must be selected), set the flag to 'Yes' else leave it as 'No'.
      • If the attributes in this category are to be used internally, set the " Internal?:" flag to 'Yes' else leave it as 'No'.
    • Click [Done] and click [Accept] to save the new Stock Attribute Category.

Account Attribute Category

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Sales Ledger Customer Attributes" or go to " Reports & Settings Maintenance Options System Administrator Module Settings Purchase Ledger Supplier Attributes".

  • Either click [Add] or search for a specific attribute and click [Edit].
  • Click on the [Settings] tab.
  • Click on the field for "Category:" and press <Ctrl+F1>.
  • Press <F6> or click the [Add] button.
    • On "Attribute category:" enter up to a 3 digit code.
e.g. TYP
    • On "Description:" give the new category a description.
e.g. Trade Type
    • Click on the [Settings] tab.
      • If this needs to be a mandatory category, set the flag to 'Yes' else leave it as 'No'.
An attribute within the category must be selected
    • Click [Done] and click [Accept] to save the new Account Attribute Category.

See also


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Keywords AND Misspellings
creating, new, attribute, attributes, category, stock, account, codes
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