Summary
In order for any unique records (for instance, a Kosher Cert which applies to one of several Items, provided by one of several Suppliers) to be created in TraceGains, we must have Key Attributes. A Key Attribute is any bit of information that we believe to be important for identification and tracking purposes. Which Attributes are Key is predetermined and preset in TraceGains using best practice standards, though 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 the Configuration > Attributes Section.
Step 1: Hover your mouse over 'Configuration' and click 'Attributes'.
Step 2: Click the Is Key box and select "Yes". Then, click Filter (or hit Enter).
How Do I Add More Key Attributes?
Step 1: Hover your mouse over Configuration and click Attributes.
Step 2: Filter the Name grid-column to see if the attribute already exists.
- If so, click the blue edit gear next to the attribute and skip to Step 8.
- If not, proceed with the next step.
Step 3: Click New, at upper right.
Step 4: Type in the Attribute ID and Name.
Step 5: Group - This option determines where this attribute applies most.
- Example: Shipping Numbers can be found on a COA, so I chose the COA Group. If you are unsure of which Group to select, choose "System" as an appropriate general selection.
Step 6: Data Type - Determines what data format is allowed for this attribute.
- Example: Shipping numbers are always in a numeric format so Float is the best Data Type selection.
Step 7: Use - Determines what Tab View will be using this Attribute.
- Example: I could be using the shipping number on my COAs and Receiving tabs, so I chose COA as the Use.
Step 8: Add a checkmark in the box labeled Is Key in the bottom left-hand corner.
Step 9: 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 10: Click Save.