Attribute Classes List View
- Tom Williams
Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file.The purpose of this page is to add, edit, remove, Attribute Class values that can be assigned to Customers, Customer Addresses, Items, Production Batches, Quality Tests, Vendors, Fishermen, Tenders, and Loans.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
|---|---|
| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! Delete is only allowed for Attribute Classes that are not assigned to a master file. |
| Edit | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes made and returns the view from Edit mode to Read-Only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Fields | Description |
| Attribute Class | A text box to add / edit Attribute Class Values. Attribute Classes are assigned to Master File records and control which Attributes are visible to the master file record. This defaults to blank, is always editable, is always required, and must be <= 50 characters. Linked Database Field: ERPx_MFAttributeClass.ClassDescription. |
| Attribute Type | A single-select lookup to associates the Attribute Class to the correct master file. This defaults to blank but is required. The lookup contains a blank value, the current assigned value, and a list of all the 'AttributeTypes' with an AttributeCategoryEN of 1 (Master File) which includes the following values:
Linked Database Field: ERPx_MFAttributeType.AssignRulesByDescription |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.