Attributes

The Attributes screen enables you to display and define information that can be tracked throughout the procurement process. You can assign attributes to stages within the procurement process (bids, estimates, requisitions, and/or delivery) and specify whether the attributes apply to specific types of line items associated with procurement (commercial work, equipment units, non-stock items, and/or fees). Examples of attributes include purchase terms, late penalties, and reference numbers.

Detail View Header

The field in the top section of this tab defines the data that displays.

Attribute ID

Identifier of the attribute currently selected in the grid or that you are defining. This field has a list box.

If the ID already exists, the attribute name displays to the right of the ID.

Detail View

Data in the fields in the bottom section of this tab display and define information about the attributes.

Name

Name of the attribute. Free-format area. This field is required.

Used on

Checks in the following fields specify the types of line items to which the attribute can be assigned. The Item type field on the applicable screen tab specifies the types of line items included in the stage of the procurement process.

Bids

You can use the Attributes or Line Items tab of the Data -> Procurement -> Bids screen to assign this attribute to bids.

Estimates

You can use the Attributes or Line Items tab of the Data -> Procurement -> Estimates screen to assign this attribute to estimates.

Requisitions

You can use the Attributes or Line Items tab of the Data -> Procurement -> Requisitions screen to assign this attribute to requisitions.

Delivery

You can use the Delivery tab of the Data -> Procurement -> Requisitions screen to assign this attribute to requisition deliveries.

Applies to

Checks in the following fields specify the types of items to which the attribute applies.

Main item: The attribute applies to the entire stage in the procurement process, such as the entire bid, estimate, requisition, or delivery.
Commercial work: This attribute applies to commercial work.
Equipment: This attribute applies to equipment.
Non-stock items: This attribute applies to non-stock items
Fees: This attribute applies to fees