Item attributes

Attributes provide additional item descriptions in Comarch ERP Enterprise. This makes them an excellent tool for the precise definition of items, their parameterization, or definition of their characteristics, and they make it possible to differentiate various items available in the system.

In Comarch ERP Enterprise’s application Items, the user may add new attributes, fill in attribute values, as well as edit and delete attribute definitions.

Currently, the following attribute types are supported:

• Text
• Decimal
• Selection field
• Date

Adding a new item attribute definition

Attributes, as additional item information, may be created in the Items application (Base or Sales view, Standard extension), on the Other fields tab of the work pane.

The Other fields tab displays all active attributes and their values.

The user may add new attributes by selecting the  button in the work pane.

Selecting the  button opens a new window. Here, it is necessary to fill in the following fields:

• Name
• Field description
• Category

After filling in all the required data, changes need to be saved with the [Accept] button.

In order to allow the user to fill in relevant attribute values, it is necessary to create a table schema by selecting the  button and clicking the [In batch] option.

Filling in attribute values

Attribute values may be entered in the Items application (Base or Sales view, Standard extension), on the Other fields tab of the work pane.

The Other fields tab displays all attributes created. The fields are essentially associated with a business unit; this is why they are visible in the case of all items.

Values entered by the user may be applied with regard to a currently displayed item.

Changes made on the item form can be saved with the  button.

Afterwards, the attribute must be assigned to a previously created sales channel. To do so, a new assignment needs to be created by selecting the  button and [New] option in the Sales channel attributes application (Item view); then, the following details must be entered:

• Sales channel
• Type – currently, the Attribute/Supplement type is supported by the IBUS adapter
• Extension – it is a characteristic/other field set in the Items application for multi-channel sales that will be transferred as an attribute to Comarch Mobile
• External name – it is an attribute name that will be displayed in Comarch Mobile
• Sort Order
• Active parameter

All changes need to be exported into Comarch Mobile with the use of the BUS Export masterdata and then Export items or BUS Export data applications.

Editing an attribute value

Attribute values may be edited in the Items application (Base or Sales view, Standard extension), on the Other fields tab of the work pane.

Changes made on the Other fields tab are applied with regard to a currently displayed item.

Changes made on the item form can be saved with the  button.

All changes need to be exported to Comarch Mobile with the use of the Export items or BUS Export data applications.

Editing an attribute definition

Attributes may be edited in the Items application (Base or Sales view, Standard extension), on the Other fields tab of the work pane.

The user may edit existing attributes by selecting the  button.

Selecting the  button opens a new window. Here, it is necessary to select an attribute to be edited in the Name field.

The user may edit the following data:

• Field description
• Full description
• Required field parameter
• Default field
• Restrictions section

Changes made need to be confirmed with the [Accept] button.

In order to update attribute information for other items, it is necessary to create a table schema by selecting the  button and clicking the [In batch] option.

All changes need to be exported into Comarch Mobile with the use of the BUS Export masterdata and then Export items or BUS Export data applications.

Deleting an attribute definition

First, it is necessary to delete an existing assignment between a given attribute and a sales channel. To do so, the user needs to open the Item view of the Sales channel attributes application, select the attribute, click the  icon and choose the [Delete] option.

Afterwards, in the Items application (Base or Sales view, Standard extension), on the Other fields tab of the work pane, the user may select the  icon to delete the attribute.

Selecting the button opens a new window. Here, it is necessary to select the checkbox next to an attribute to be deleted.

Deletion needs to be confirmed with the [Accept] button.

In order to delete attribute information for other items, it is necessary to create a table schema by selecting the  button and clicking the [In batch] option.

All changes need to be exported into Comarch Mobile with the use of the BUS Export masterdata and then Export items or BUS Export data applications.

Customer attributes

Attributes provide additional descriptions on customer forms in Comarch ERP Enterprise. This makes them an excellent tool for the precise definition of customers, their parameterization, or definition of their characteristics, and they make it possible to differentiate various customers available in the system.

In Comarch ERP Enterprise’s application Partners, the user may add new attributes, fill in attribute values, as well as edit and delete attribute definitions.

Currently, the following attribute types are supported:

• Text
• Decimal
• Selection field
• Date

Adding a new customer attribute definition

Attributes, as additional customer information, may be created in the Partners application (Base or Customer view, Standard extension), on the Other fields tab of the work pane.

The Other fields tab displays all active attributes and their values.

The user may add new attributes by selecting the  button in the work pane.

Selecting the  button opens a new window. Here, it is necessary to fill in the following fields:

• Name
• Field description
• Category

After filling in all the required data, changes need to be saved with the [Accept] button.

In order to allow the user to fill in relevant attribute values, it is necessary to create a table schema by selecting the  button and clicking the [In batch] option.

Filling in attribute values

Attribute values may be entered in the Partners application (Base or Customer view, Standard extension), on the Other fields tab of the work pane.

The Other fields tab displays all attributes created. The fields are essentially associated with a business unit; this is why they are visible in the case of all customers.

Values entered by the user may be applied with regard to a currently displayed customer.

Changes made on the customer form can be saved with the  button.

Afterwards, the attribute must be assigned to a previously created sales channel. To do so, a new assignment needs to be created by selecting the  button and [New] option in the Sales channel attributes application (Customer view); then, the following details must be entered:

• Sales channel
• Type – currently, the Attribute/Supplement type is supported by the IBUS adapter
• Extension – it is a characteristic/other field set in the Partners application for multi-channel sales that will be transferred as an attribute to Comarch Mobile
• External name – it is an attribute name that will be displayed in Comarch Mobile
• Sort Order
• Active parameter

All changes need to be exported into Comarch Mobile with the use of the BUS Export masterdata and then Export customers or BUS Export data applications.

Editing an attribute value

Attribute values may be edited in the Partners application (Base or Customer view, Standard extension), on the Other fields tab of the work pane.

Changes made on the Other fields tab are applied with regard to a currently displayed customer.

Changes made on the customer form can be saved with the  button.

All changes need to be exported to Comarch Mobile with the use of the Export customers or BUS Export data applications.

Editing an attribute definition

Attributes may be edited in the Partners application (Base or Customer view, Standard extension), on the Other fields tab of the work pane.

The user may edit existing attributes by selecting the  button.

Selecting the  button opens a new window. Here, it is necessary to select an attribute to be edited in the Name field.

The user may edit the following data:

• Field description
• Full description
• Required field parameter
• Default field
• Restrictions section

Changes made need to be confirmed with the [Accept] button.

In order to update attribute information for other customers, it is necessary to create a table schema by selecting the  button and clicking the [In batch] option.

All changes need to be exported into Comarch Mobile with the use of the BUS Export masterdata and then Export customers or BUS Export data applications.

Deleting an attribute definition

First, it is necessary to delete an existing assignment between a given attribute and a sales channel. To do so, the user needs to open the Customer view of the Sales channel attributes application, select the attribute, click the  icon and choose the [Delete] option.

Afterwards, in the Partners application (Base or Customer view, Standard extension), on the Other fields tab of the work pane, the user may select the button to delete the attribute.

Selecting the button opens a new window. Here, it is necessary to select the checkbox next to an attribute to be deleted.

Deletion needs to be confirmed with the [Accept] button.

In order to delete attribute information for other customers, it is necessary to create a table schema by selecting the  button and clicking the [In batch] option.

All changes need to be exported into Comarch Mobile with the use of the BUS Export masterdata and then Export customers or BUS Export data applications.