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 Maintenance menu, select Product to display the Product Maintenance window.
Display the product record for which to enter user-defined data.
From the File menu, select Classify to display the User Defined Data window.

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.
Save the changes and exit the window.

More Options from the User Defined Data Window

The User Defined Data window also offers these options:

To...	Select this menu option...
view changes made to the user-defined data file	File > Log The Maintenance Log Viewing window displays.
enter multiple SFA Categories for a prompt.	File > Category The Category dialog box displays. Note: This feature requires the use of the SFA companion product.
change the displayed order of the prompts	File > Sort The User Defined Data dialog box displays. Select one of the following sort by options from the list: 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.