Enter Characteristics

Explanation

This activity is used to enter and update relevant optional characteristic information by applying a characteristic template. This information could be dimensions, colors, or some other characteristic for a part. Characteristics are used to group parts and to search for them according to their similar characteristics/attributes. Sales parts can have variable characteristic codes and discrete characteristic codes connected to them. Also templates which have variable characteristic codes and/or discrete characteristic codes can be connected to non-inventory sales parts.

Note: These sales part characteristics are not the same as configuration characteristics, which are used with CTO functionality. There is no link between the sales part characteristics and either the inventory part characteristics or the purchase part characteristics.

Prerequisites

This activity has the following prerequisites:

• A sales part, a non-inventory sales part, or a package part must have been entered and saved.
• The characteristics template must have been previously created in IFS/Inventory, Part Characteristic Template

System Effects

As a result of this activity:

• Characteristic templates and linked characteristics are associated with a sales part.
• The select characteristics are used in any newly created customer order.
• Sales parts can be sorted by characteristics.

Window

Sales Part
Non-Inventory Sales Part
Package Part

Related Window Descriptions

Sales Part
Non-Inventory Sales Part
Package Part
Sales Part/Characteristics
Non-Inventory Sales Part/Characteristics
Package Part/Characteristics

Procedure

1. Open the appropriate window, and either populate or query for the desired sales part.
2. Click the Characteristics tab.
3. Select the short code of a template in the Characteristic Template field, using the List of Values
4. The full name of the template will be retrieved to the field next to the code, while template characteristics will be retrieved into the table below.
5. Enter the relevant values in the Attribute Value Numeric and/or Attribute Value Alpha fields.
6. Change, if requested, the unit of measure in the U/M field.
7. Save the record.