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. Choose Lightbulb that opens the Tell Me feature., enter attribute setup, and then choose the related link.

    The Attribute Setup 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.

  6. If you are creating an attribute that has the Type of Option, to set up the different options perform the following steps:

    1. On the action bar, choose Attribute Values.
      The Attribute Values page opens.
    2. In Value, specify an option.
    3. For each additional option that you want to create, on the action bar, choose New, and then in Value, specify an option.

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 Lightbulb that opens the Tell Me feature., 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 an attribute 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. Choose Lightbulb that opens the Tell Me feature., enter attribute setup, and then choose the related link.

    The Attribute Setup 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.

See also

Set Up Requisition Management

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