Set up attributes

You can use attributes to track additional data that is related to certain data, such as vendors, items, employees, general ledger accounts, customers, and fixed assets. Typically, attributes are physical characteristics, for example, color, model year, and so on. Users can search these attributes.

For more information about item attributes, see Work with item attributes.

To create attributes

1. Select Search (Alt+Q) , enter attribute object setups, and then choose the related link.

   The Attribute Object Setups page opens.

2. Select the table for which you want to add an attribute, and then on the action bar, choose Actions > New Document > Attributes.

   The Attributes page opens for the table that you selected.

3. On the action bar, choose New.

   The Attribute page opens.

4. In Name, specify a name for this attribute.

5. In Type specify a type for this attribute.

   If you are creating an attribute with a Type of Option, you must define the available options. On the action bar, choose Attribute Values to open the Attribute Values page, and then perform the following steps for each option that you want to add:

   1. Choose New.

      A new row appears.

   2. In Value, specify the option.

6. (Optional) To block users from assigning this attribute, select the Blocked checkbox.

Assign attributes

After you create attributes, you can assign the attribute to a record, for example, a vendor record.

To assign an attribute

1. Open the list page for the record to which you want to assign an attribute.

   For example, to assign an attribute to a vendor record, choose , enter vendors, and then choose the related link.

   The Vendors page opens.

2. Open the record to which you want to assign an attribute.

   For example, to assign an attribute to a vendor record, on the Vendors page, select the vendor record, and then on the action bar, choose Vendor > Attributes.

   The Attribute Values - Vendor page opens.

3. In Attribute, specify an attribute that you want to assign to this record.

4. If applicable, in Value, specify a value.

5. If applicable, in Unit of Measure, specify a unit of measure.

Block an attribute

If an attribute is no longer required, you can block the item attributes from being used.

To block an attribute

1. Select Search (Alt+Q) , enter attribute object setups, and then choose the related link.

   The Attribute Object Setups page opens.

2. Select the table for which you want to block an attribute, and then on the action bar, choose Actions > New Document > Attributes.

   The Attributes page opens for the table that you selected.

3. Locate the attribute that you want to block, and then select the Blocked checkbox.

Related information

Set up requisition management
Set up expense attributes

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