How to: Work with Item Attributes

When customers inquire about an item, either in correspondence or in an integrated web shop, they may ask or search according to characteristics, such as height and model year. To provide this customer service, you can assign item attribute values of different types to your items, which can then be used when searching for items.

You can also assign item attributes to item categories, which then apply to the items that use the item categories. For more information, see How to: Categorize Item.

Tip

If you attach pictures to items, the Image Analyzer extension can detect attributes in the image, and suggest the attributes so you can decide whether to assign them. The extension is ready to go. You just need to enable it. For more information, see The Image Analyzer Extension for Microsoft Dynamics 365 for Financials.

To create item attributes

  1. Choose the Search for Page or Report icon, enter Item Attributes, and then choose the related link.
  2. In the Item Attributes window, choose the New action.
  3. In the Item Attribute window, fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.
Note

If you select Option in the Type field, then you can choose the Item Attribute Values action to create values for the item attribute. For more information, see the "To create values for item attributes of type Option" section.

To create values for item attributes of type Option

  1. Choose the Search for Page or Report icon, enter Item Attributes, and then choose the related link.
  2. In the Item Attributes window, select an item attribute of type Option that you want to create values for, and then choose the Item Attribute Values action.
  3. In the Item Attribute Values window, fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.

To assign item attributes to items

  1. Choose the Search for Page or Report icon, enter Items, and then choose the related link.
  2. In the Items window, select the item that you want to assign item attributes to, and then choose the Attributes action.
  3. In the Item Attribute Values window, choose the New action.
  4. Choose the lookup button in the Attribute field and select an existing item attribute. Alternatively, choose the New action to first create a new item attribute as explained in the "To create item attributes" section.
  5. In the Value field, enter the item attribute value, such as "2010" for the Model Year attribute.
  6. For item attributes of type Option, choose the lookup button in the Value field and select an item attribute value. Alternatively, choose the New action to first create a new item attribute value as explained in the "To create values for item attributes of type Option" section.
  7. Repeat steps 4 through 6 for all item attributes that you want to assign to the item.

To assign item attributes to item categories

  1. Choose the Search for Page or Report icon, enter Item Categories, and then choose the related link.
  2. In the Item Categories window, select the item category that you want to assign item attributes to, and then choose the Edit action.
  3. In the Item Category Card window, on the Attributes FastTab, choose the New action.
  4. Choose the lookup button in the Attribute field and select an existing item attribute. Alternatively, choose the New action to first create a new item attribute as explained in the "To create an item attribute" section.
  5. In the Default Value field, choose the lookup button and select an item attribute value.
  6. Repeat steps 4 and 5 for all item attributes that you want to assign to the item category.
Note

Item attributes for parent item categories will be inherited to child item categories. This is indicated by the Inherited From field on the Attributes FastTab. For more information, see How to: Categorize Items.

To filter by item attributes

  1. Choose the Search for Page or Report icon, enter Items, and then choose the related link.
  2. In the Items window, choose the Filter by Attributes action.
  3. In the Filter Items by Attribute window, choose the lookup button in the Attribute field and select an item attribute.
  4. In the Value field, choose the lookup button and select an attribute value to filter items by.

    Note

    You can only select values directly for item attributes that have fixed values, such as Color. For item attributes that have variable values, such as Width, you must specify the item attribute value by first selecting a condition. See step 5.

  5. In the Value field for a variable item attribute, choose the lookup button.
  6. In the Specify Filter Value window, in the Condition field, choose the drop-down arrow and select a condition.
  7. In the Value field, enter an attribute value to filter items by.

    Example: To filter on items where the material description begins with "blue", fill in the fields as follows: Attribute field: Material Description, Condition field: Begins With, Value field: blue.

  8. Choose the OK button.

The items in the Items window are filtered by the specified item attribute values.

See Also

How to: Categorize Items
How to: Register New Items
Inventory
Working with Financials