Search and Assign Item by Attribute (DM) in Document Lines

With the Search Item by Attribute (DM) function, you can find and assign items or item variants to master BOM, sales, purchase, construction, and service lines based on their attributes. The function is always started from the respective document line and directly overwrites the selected line with the found item.

The function is available in master BOMs, sales quotes/orders, document BOM/document BOM header, purchase quotes/orders, construction inquiry/order, and service quotes/orders. It can only be executed from within a line of the respective document.

An existing line will be overwritten with the item selected in the Search Item by Attribute (DM) page. The Find What field is automatically set to Item and cannot be edited.

Choose the Lightbulb to open the Tell Me feature, enter the document type, and then choose the relevant link.
Create a new document or open an existing one.
Select a new or existing line where you want to insert the searched-for item.
On the Lines FastTab, choose Functions > Search Item by Attribute (DM) or Search Item by Attribute (DM) in the Line menu.
The Attribute Value Search page opens.

Note

For a Document BOM, choose the Search Item by Attribute (DM) action on the Actions menu to open the search page.
Choose a template or choose the Edit List action and then enter one or more attributes and define the value filters.
Choose the Find action to start the search.
Select an item in the Attribute Value Search Results FastTab.
If necessary, choose the value in the No. or Variant Code field to open the Item Card or Item Variant Card, respectively, for more details. Close the card when finished.
With the desired item selected, choose the OK button.

Note

The result is applied directly to the selected document line.

The searched-for item is added to the current line of the document and/or replaces the previously selected line content.

Search and Assign Item by Attribute (DM) in Document Lines

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See Also