Item Attributes#

General#

Item attributes are used to classify and retrieve articles based on their characteristics. Characteristics can be assigned to each article. Either individually or via the characteristics preassigned to the article category.

In the following, the functional enhancements of the item attributes in KUMAVISION factory365 are explained in more detail. Basic information on this area is provided in the Microsoft Dynamics 365 Business Central1 Online Help.

Establishment#

Item Attribute#

Before you can work with the article attributes, you have to set up the required characteristics and their attributes. To do this, call up the "Article attributes" via the user search. Via "New" in the menu ribbon you can define a new article attribute with the help of the tables below.

Inforegister General#

Inforegister unit#

Inforegister Factory Item Synchronization#

For a simple and unambiguous recording, values of the article card can be synchronized with the article attributes, so that the data must be maintained only in one place. The necessary setups are made on the "Factory article synchronization" info tab of the respective article attribute. The synchronization setup is described below:

When linking a field of the article card (with a field value) to selection values of the source table, the field "Type" must be equal to "Option":

Ribbon function#

Factory Item Synchronization#

Update attribute values

Use this call to transfer the data records from the reference table to the article attributes.

If changes are made in the article attribute values table, the new data records or corrections are transferred to the target table.

Update reference tables

Use this call to transfer the data records from the article attribute values to the reference table.

Synchronization logic

When synchronizing, note the following:

Item
If a field defined in the item attribute card is changed on the item card, this value is transferred to the item attributes; if the item attribute is not yet assigned, the assignment is made by the system.

Item variant
If the affected item has item variants, the changes are also transferred there. Deviating from this are fields that can be maintained in the tables themselves. These are for item variants:

• Description
• Description 2
• Sale locked
• Purchasing locked
• Service locked
• Production locked

Item version
If the affected item has item versions, the changes are also transferred there. Deviating from this are fields that can be maintained in the tables themselves. These are for item versions

• Material
• Drawing no.
• Drawing format
• Manufacturer code
• Finished parts list no.
• Work plan no.

Please note that expired item versions will not be updated.

Attributes maintenance
If you maintain the assignment of the attributes, these changes are transferred to the articles as well as to any existing article variants and article versions in the case of defined synchronization.

Call Usage#

The "Usage" call in the ribbon displays the records that currently have the corresponding item attribute assigned in the system. The fields of the "Usage" table are explained below:

You can display the corresponding map via "Show map" in the ribbon.

Item attributes assignment#

KUMAVISION factory365 allows you to use item attributes not only for the item, but also for catalog articles, article variants and article versions and provides the full range of functions here.

The following inheritance logic must be observed:

The diagram shows you horizontally what can be derived from which element and vertically how it is inheritable in itself.

Item#

On the item card, you can assign the attributes for the item via the "Attributes" call in the menu ribbon. In the "item attributes" info box on the item card, the data of the assigned attributes are displayed directly.

Item category#

On the item category card, you can use the "Attributes" call in the ribbon to assign the attributes for the item category. In the "item attributes" info box on the item category card, the data of the assigned attributes is displayed directly.

If you assign this item category to an item, the attributes from the item category are transferred to the item.

If changes are subsequently made to the attributes of the item category, they will be inherited by the assigned item.

Catalog items#

On the catalog item card, you can use the "Attributes" call in the ribbon to assign the attributes for the catalog item. In the "Article attributes" info box on the catalog item card, the data of the assigned attributes are displayed directly.

If an article is created from a catalog item, the attribute definitions are taken from the catalog article.

Item variant#

When creating new item variants, the attribute assignments of the article are transferred one-to-one to the variant and can be adjusted there according to your requirements.

To do this, call up the "Attributes" callup in the ribbon in the article variant in order to assign the type attributes for the variant. The data of the assigned attributes are displayed directly in the "Article attributes" info box.

Item version#

When creating new article versions, the attribute assignment of the article or variant is transferred one-to-one and can be adjusted there according to your requirements.

To do this, call up the "Attributes" callup in the ribbon in the article version in order to assign the attributes for the article version. In the "Article attributes" info box on the article version, the data for the assigned attributes are displayed directly

The transfer of new attributes from the associated article or variant is performed depending on the definition via the "Automatically transfer attributes to versions" field in the Design & Development setup:

Attribute search#

The standard allows to control the overview in the article overview via attribute filters. The extension of the attribute usage to article variant as well as article version make this filter possibility incomplete, because it is not usable for article variant, article version as well as catalog articles, for this reason there is the article attribute search.

You can call the attribute search directly via the user search or accordingly from the documents listed below:

• Assembly parts list
• Assembly order
• Project plan line
• Production parts list
• Request
• Frame order
• Order
• Invoice
• Return
• Purchase credit
• Offer
• Framework order
• Order
• Blanket order
• Take back
• Credit

When calling from the documents, the data of the source line are determined and maintained as header data. If you have not yet made any selection other than setting the type to article, no initialization is performed either.

In the header area of the attribute search, you can have the search lines suggested via the fields Article category, Article, Article variant as well as Article version by maintaining the fields.

The maintenance of the fields should be done hierarchically from article category to article version. According to the hierarchy, the sequence selections are restricted.

If you do not enter data hierarchically, the higher data will be determined and filled in by the system. For example, if you start with the article version, the system determines and maintains the article category, article and article variant as defined in the article version.