Applying Grid Attributes to Items

To configure items in a grid item template, an item must first be mapped to its attributes. The system uses attributes to search for and organize the items in the grid item template. You can apply grid attributes to child matrix items if you want to assign item options to grid item templates.

There are three ways to map grid attributes to items:

• Through the Item Record page – This option is used to map a single grid attribute to a single item. For instructions, see Applying a Grid Attribute to an Item.

• Through the Apply Attribute to Item page – This option is used to map multiple grid attributes to multiple items. For instructions see Applying Multiple Grid Attributes to Items.

• Through CSV Import – This option is used to map grid attributes to items based on the values in the CSV Import file. For instructions, see Importing CSV Files with the Import Assistant.

Guidelines for Applying Grid Attributes to Items

Read the following guidelines for applying grid attributes to items:

• You can apply grid attributes only to inventory, assembly, and child matrix items.

• When using the Apply to Attribute Item page, the setup of your items may affect how they are shown in the Apply to Attribute popup list:

  • Item names that exceed the maximum of 180 characters may be shown incorrectly.

  • Complete item names are used, including all ancestors of an item. A sample of a complete item name is shown in this pattern – Parent 1: Child 1: Grand Child 1. Avoid using long names with minimal variation across parent and child items, which causes duplicate items to be shown. For example – LongItemName1: LongItemName2: LongItemName3.

For limitations of Grid Order Management in general, see Limitations of Grid Order Management.

Applying a Grid Attribute to an Item

On the Item page, you can map a grid attribute – value to an item, one at a time. You can also change or delete the mapping, if the item has not been used in a grid template.

To apply a grid attribute to an item:

1. Go to Lists > Accounting > Items.

2. In the Items list, click the link for the item to be mapped.

3. On the Item page, click the Grid Attribute subtab.

   The attributes mapped to the item are shown in the list.

4. Click New Apply Attribute.

5. On the Apply Attribute page, select a grid attribute and attribute-value.

   

   When you select a grid attribute, only the associated attribute-values are included in the Value list. If you want to add a new attribute or value, select New from the list. The corresponding Grid Attribute or Grid Attribute-Value form is shown in a popup window. For instructions on completing the forms, see Setting Up Grid Attributes.

6. Click Save.

   Click Save & New if you want to apply another attribute to the item.

   If you need to change or delete a mapping, you can do the following on the Grid Attribute subtab:

   1. Click Edit beside the attribute you want to update. On the Apply Attribute page, select another attribute or attribute-value.

   2. If an item has not been assigned to a grid template, you can delete the grid attribute value applied to it. To remove the mapping, select Delete from the Actions list.

      To see the list of mappings, click the List link. On the Apply Attribute List page, the grid attribute, attribute-value, and item mappings are shown.

   3. Save your changes to the record.

Applying Multiple Grid Attributes to Items

The Apply Attribute to Item page enables you to map several attributes to items in one transaction.

To apply multiple grid attributes to items:

1. Go to Lists > Grid Order Entry > Apply Attribute to Item.

2. To select grid attributes, click the double arrows beside the Grid Attributes pane.

3. In the Choose Grid Attribute popup list, select the grid attributes from the left pane.

   The grid attributes that you select are shown in the right pane. To remove an attribute from the Current Selections list, click its x icon.

   If there are too many attributes on the left pane, use the Search field to narrow down the list. For example, the following screenshot shows only the attributes with the word “size” in their name.

   

4. After selecting the grid attributes, click Done to close Choose Grid Attribute the popup list.

5. To select items, click the double arrows beside the Items pane.

6. In the Choose Item popup list, select the items from the left pane. These items will be mapped to the attributes you selected.

7. After selecting the items, click Done to close the Choose Item popup list.

8. After selecting grid attributes and items, click Submit.

   To clear all selections, click Reset.

The mapping of attributes to items may take some time to process, especially if you need to map multiple attributes to items. When the mapping is complete, each item record shows the corresponding attributes.

If you have access to the Script Deployment page, you can check the status of mapping process in the Status field.

Related Topics

Setting Up Grid Item Templates

Setting Up Grid Attributes

Setting Up Grid Attribute Values

Using Grid Item Templates

General Notices