Variant master#
The variant master provides you with the option of specifying a list of potential item variants, to prevent the creation of a random (that is, unstructured) series of variant codes.
Setup#
medtec365 Setup#
To ensure variants can only be created for items entered in the variant master:
- Choose the Search icon, enter KUMAVISION medtec365 Setup, and then choose the related link.
- On the Inventory FastTab, turn on the Variant Master Reqd. toggle.
Item categories#
If you don’t want the variant master requirement to apply to every category of items, don’t turn on the toggle in setup.
Instead, choose the general search function to open the Item Categories page and then select the Variant Master Reqd. field for each category that you want variant creation to be restricted for.
Variant master#
On the Variant Master page, you can also create lists of potential attributes, for example, to prevent people from using different spellings for the same variant.
Note
A clear-cut structure that is easy to follow will help users choose the correct variants, considering that variant codes might be used for pricing as well.
Item card#
You can restrict variant creation even further by filling in the Variant Cat. Code Filter field on an item card (on the Misc. FastTab). The field specifies the code range available for selection from the variant master.
Workflow#
For items that require you to select a new variant from the variant master, you can choose the lookup in the Code field on the Item Variants page to pick one of the available options.
The exact number of variants that you can choose from depends on whether you also put a Variant Cat. Code Filter on the items.