Assigning Custom Property Configurations

Once you have created a Custom Property Tracking Configuration, you must assign the configuration to the appropriate group before you can enter custom property values. You can assign Custom Property Tracking Configurations to:

Contracts

Customers

Employees

Equipment

GL Accounts

Inventory Requests

Items

Makes

Models

Purchase orders

RMAs (Returned Material Authorizations)

RTV (Returned to Vendor)

Sales orders

Vendors

Warehouses

The custom property group must match the assigned group.

You can add more attributes to your configurations, but if you completely re-assign a new or different configuration all custom properties tracked in the previous configuration are lost.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Configurations (custom properties).

Basic InformationBasic Information

Select the configuration to be assigned.

Click [Assign] to open the Tracking Configuration Assignment window.

In the Tracking Group field, verify you are assigning the correct group.

Note: You can only assign Custom Property Tracking Configurations to members of their own groups. For example, you can only assign Contract Custom Property Tracking Configurations to contracts and Equipment configurations to equipment, etc.

In the Configuration field, verify you are assigning the correct configuration.

To filter the list using the QuickSearch, do the following:

To perform a basic QuickSearch, do the following:

In the unlabeled column field (the first field in the QuickSearch region), use the drop-down menu to select the column of data you want to search.

In the unlabeled comparison operator field (the second field from the left in the QuickSearch region), select the method by which the value you specify for this field must relate to the value in the field by which you are searching for the system to consider the record a match. The available options may include any of the following, depending upon the data type of the column: equals, contains, does NOT contain, begins with, does NOT begin with, ends with, does NOT end with, is less than, is greater than, is in the range, is NOT equal to, and is NOT in the range.

In the unlabeled value field(s) in the QuickSearch region, which may be a single entry field for specifying a value, a set of entry fields for specifying a range of values, or a set of radio buttons for selecting a specific value, enter the value or range of values for which you wish to search.

Note: Observe these guidelines:

If the field is a monetary/currency field, do not enter the monetary/currency symbol in the field.

If the field is a text entry field, the search is not case-sensitive.

If the comparison operator you select is based on sorted values (e.g., you set the comparison operator to is greater than), the system sorts data in numeric-alpha order; a search for column values greater than A1 will exclude all values that begin with a number.

Click [Go] to perform the search.

To use advanced QuickSearch functionality, see the Using the QuickSearch topic.

Completing the TransactionCompleting the Transaction

Click [OK].

If you did not set a filter, a warning message displays. Do one of the following:

To assign all the records in the set, click [Yes]. E-automate assigns the Custom Property Tracking Configuration to the equipment, customers, contracts, makes, or models listed.

To change the list of records to be assigned, click [No].

TroubleshootingTroubleshooting

If you click the lookup in the Configuration field and you do not see any configurations you have created, use the lookup in the Tracking group field to select the group to which your created tracking configurations belong.

You can only assign a Custom Property Tracking Configuration to members of its own group. For example, you can only assign Contract configurations to contracts, and Equipment configurations to equipment.