Adding Attributes to a Document

Document attributes can be set up so that multiple entities can be attached to a document for searching and traceability, such as product specifications that involve multiple customers, suppliers, and products. Attributes can be whatever you want them to be and must first be set up by a system administrator. The following options are available for attributes:

End user can be required to zoom to a standard table when selecting an attribute type, such as customer, supplier, or part number.
End user can manually enter a value for the type of attribute they have selected, such as order number, batch number, or lot number.

From the Document record tree, click the Attributes link.
Result: The Attributes window is displayed. For additional information on configuration, see Attributes.
Click Action > Add.
Click the drop down arrow and select the type of attribute.

NOTE: Attribute types must be added in the document type.

Enter a value for the attribute.
Enter a description of the attribute.
Click the Save button.
Result: The attribute has been added to the Document record.