Summary
Key Attributes are required to create unique records in TraceGains, such as a Kosher Cert linked to specific Items and Suppliers. They are predefined using best practice standards, but you can also add your own. Please consult with your CSM before changing any Key Attribute.
List of Standard Key Attributes
- PO Number
- Supplier ID
- Supplier Lot ID
- Item ID
- MFG Date
- PO Line Number
- Data Entry Required
- Blank Zone File ID
Where Can I Find Standard Key Attributes?
You can find these Key Attributes in Configuration > Attributes page:
Step 1: Hover your mouse over Configuration Icon and select Attributes.
Step 2: Filter results by 'Is Key' = "Yes" (you may need to scroll to the right to see this column).
How Do I Add More Key Attributes?
Step 1: Hover your mouse over Configuration Icon and select 'Attributes'.
Step 2: Filter the Name column to see if the attribute already exists.
- If so, click the blue edit icon next to the attribute and skip to Step 8.
- If not, proceed with the next step.
Step 3: Click 'Add Attribute' > 'Create New'.
Step 4: Fill out the required fields (those that have a red asterisk*)
- Data Type - Determines what data format is allowed for this attribute. For example: shipping numbers are always in a numeric format so Float is the best Data Type selection.
- Use - Determines what Tab View will be using this Attribute. For example: I could be using the shipping number on my COAs and Receiving tabs, so I chose COA as the Use.
- Storage Group - This option determines where this attribute applies most. For example: shipping Numbers can be found on a COA, so I chose a COA Group. If you are unsure of which Group to select, choose "General" as an appropriate selection.
Step 5: Add a checkmark in the box labeled 'Is Key 'in the bottom left-hand corner.
Step 6: Add a checkmark in the box labeled 'Applies to All Items'.
'Is Computed' should be activated when you want the value of the attribute generated by a SQL script. It's different from a derived attribute in that it writes the value into the database like a regular attribute so you can reference the value and it will appear in the audit trail, etc. Derives are more useful in that they stay updated in real-time, whereas a computed attribute will only update whenever the record is updated.
Step 7: Click Save.