Entering User-Defined Data for Products

Enter user-defined data for a product record to further classify the product.

For example:

You separate all of your plumbing inventory into three departments – plumbing 1 for bathroom plumbing, plumbing 2 for kitchen plumbing, and plumbing 3 for laundry facility plumbing. Assign one of your user-defined plumbing departments to all of your plumbing product records.

Before you can assign user-defined data to products, you must set up the user-defined dictionary items for product records in the Product Classification Sort List control maintenance record.

To enter user-defined data for a product:

From the Files menu, select Product to display the Product Maintenance screen.
Display the product record for which to enter user-defined data.
Use the Add'l hot key and then the Classify hot key to display the User Defined Data screen.

The system populates the following:

Field	Description
File Name	Product records file name.
Desc ID	Product record description.
Prompts	User-defined data set up in the Product Classification Sort List control maintenance record.
Category	Sales Force Automation (SFA) category assigned to each prompt. Note: This feature requires the use of the SFA companion product.

In the Input field, enter the requested information for each prompt. If the field is validated, press F10 for a list of possible entries.
Press Esc to save changes and exit the screen.

More Options from the User Defined Data Screen

The User Defined Data screen also offers these options:

Hot key	Function
Log	Displays the Maintenance Log Viewing screen. Use this screen to view changes made to the user-defined data file.
Sort	Displays the Sort By menu. Use this menu to change the displayed order of the prompts. Select one of the following sort by options: Default – Sorts by the order defined in the Product Classification Sort List control maintenance record. By Attribute – Sorts by the attribute number assigned in Dictionary Maintenance. By Category by Prompt – Sorts alphabetically by category and then alphabetically by prompt within each category. By Category by Attribute – Sorts alphabetically by category and then ascending order by attribute number. By Prompt – Sorts alphabetically by prompt name.
Category	Displays the Category Selection screen. Use this screen to enter multiple SFA Categories for a prompt. Note: This feature requires the use of the SFA companion product.