Content
Let’s review how the Product attribute search is implemented on other forms:
Customer form
Let’s review how the Product attribute search is implemented on other forms. For example, the Product Attribute Search can filter Customers by product attributes. All customers that have sales orders with items with specific attributes values will be filtered out.
- Open the All customers form and lookup the Hierarchy, Category field. Select the Contoso online hierarchy and Headphones category and click Ok
- Attributes that are assigned to the Headphones category appear automatically on the search pane. The grid with customers is not refreshed automatically.
Select Silicone in the Ear Cushions attribute filter.
Click the Search button to apply category and attribute filters.
- Click the Copy button. The customers separated by comma will be copied to the clipboard.
Sales order form
The related sales orders can be opened from the All customers form. The Product Attribute Search automatically applies the Category and Product attribute filters to the Sales order form in this case.
- On the All customers form select the 2002 customer, click Sell button tab > Related information > Orders > All sales orders
- All sales orders related to the selected customer that have items from the Headphones category and Silicone ear cushions will be shown.
Click the Copy button. Sales orders separated by comma will be copied to the clipboard.
Invoice lines
The related invoice lines can be opened on the All customers form. The Product Attribute Search automatically applies the Category and Product attribute filters in this case.
- On the All customers form select the 2002 customer, click Sell button tab > Related information > Orders > Order lines
- All invoice lines related to the selected customer that have items from the Headphones category and Silicone ear cushions will be shown.
Click the Copy button. Items separated by comma will be copied to the clipboard.
Inventory On-hand form
Inventory on-hand form shows the aggregated (grouped) data per Inventory dimensions and Attributes.
- On the On-hand form populate the standard Site filter with CENTRAL value and click Apply. The grid will be populated with available on-hand.
- Lookup the Hierarchy, Category field. Select the Contoso online hierarchy and Headphones category and click Ok.
- Attributes that are assigned to the Headphones category appear automatically on the search pane. The grid is refreshed and contains on-hand for items from the Headphones category only.
- Select, for example, the following values in the attribute filters:
- Bluetooth = Yes,
- Brand = Northwind Traders
The grid is refreshed each time a new attribute filter is selected.
Each attribute lookup shows needed attribute value automatically.
- All standard form behavior is supported.
For example, clear out the Hierarchy, Category field and click Dimension button. On the Dimensions display form selects Site, Warehouse, Location storage dimensions and click Ok.
- The On-hand form will be updated, as result on-hand will be split per Site, Warehouse, Location. Select the Headphones category in the Hierarchy, Category field and Yes in the Bluetooth filter. The on-hand is refreshed and contains on-hand for items from the Headphones category with Bluetooth.
List of supported forms
The Product Attribute Search implements the configuration approach. It means that attribute filters can be added to any form (standard or custom) via UI configuration without development.
From technical point of view there are no form’s extensions in the model. There is a generic engine that adds the search pane to the form based on configurations.
The configuration for the form is added under the following path: Product attribute extension parameters > Search by attributes tab.
The information how to add new form configuration can be found here.
The add-on provides configuration for more than 60 forms from different modules across the system:
- Product information management
- Products
- Products by category
- Released products
- Released products by category
- Sales and marketing
- Customers
- Sales orders, Sales lines
- Sales order confirmations, Picking list, Packing slip journal, Invoice journal
- Sales quotations, Sales agreements, Sales return orders
- Procurement and sourcing
- Vendors
- Purchase orders, Backorder purchase lines
- Purchase order confirmations, Receipts list, Product receipt
- Delayed receipts, Purchase requisitions, Requests for quotations, Purchase agreements
- Inventory management
- Inventory on-hand
- Inventory transactions
- Inventory journals (Movement, Inventory adjustment, Transfer, Bills of materials, Inventory ownership change journal, Item arrival, Production input, Counting, Tag counting)
- Shipments, Picking list registration, Transfer orders, Output orders
- Batches
- Warehouse management
- Physical on-hand inventory
- Loads, Shipments, Works
- Containers
- Locations
- License plates
- Production control
- Production orders
- Master planning
- Planned orders