Product attribute search

by DynamicsAxTraining

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The Product Attribute Search add-on allows users to select the right products when needed

Standard Microsoft D365 product allows you to add additional product information without modifying the standard application.

Until now the lack of search functionality on categories and attributes has prevented this functionality to become fully unleashed. The Product Attribute Search functionality allows users to select the right products when needed.

Extend a product with an unlimited number of attributes and search products by hierarchy, category and attributes across the system.

The Product Attribute Search benefits:

  • Easy to use. The add-on works out-of-the-box once installed with no additional parameter setup required. Hierarchy, categories and attributes instantly available for searching on the form.
  • Quick search. The products are filtered on the form instantly, using the original form query, without custom synchronization tables, showing real time data.
  • Enhanced search capabilities. Attribute filters support multi-value lookup, wildcards, multiple filters with And\Or logic, cross-hierarchy and cross-category search, attribute translation.
  • All in one filter. The add-on filters by all sorts of attributes: Product attributes (inherited attributes, attributes group, inherited attributes group), Category attributes.
  • Easy to extend. The Product Attribute Search can be added to any standard or custom form via UI setup.

The Product Attribute Search consists of:
  • Take control on products duplication:
    • Assign attributes when product is created
    • Check and warn if created product have a non-unique set of attributes
  • Take control on products naming:
    • Set up Product Id number sequence per Category
    • Generate a Product name on the basis of attribute values
  • Find products with missed attribute values:
    • Product attribute values form. Users can review all products, hierarchies, categories, attributes, attribute values on a single grid.
  • Slice sales data (sales, profit, quantities) by hierarchies, categories, attributes:
    • Product attribute analysis workspace
  • Find products by attribute values:
    • Filter Products, Products by category, Released products, Released products by category forms by product hierarchies, categories and attributes
  • Find any entity which uses products with needed attribute values:
    • Sales and marketing:
      • Customers
      • Sales orders, Sales lines
      • Sales order confirmations, Picking list, Packing slip journal, Invoice journal
      • Sales quotations, Sales agreements, Sales return orders
    • Procurement and sourcing:
      • Vendors
      • Purchase orders, Backorder purchase lines
      • Purchase order confirmations, Receipts list, Product receipt
      • Delayed receipts, Purchase requisitions, Requests for quotations, Purchase agreements
    • Inventory management:
      • Inventory on-hand
      • Inventory transactions
      • Inventory journals (Movement, Inventory adjustment, Transfer, Bills of materials, Inventory ownership change journal, Item arrival, Production input, Counting, Tag counting)
      • Shipments, Picking list registration, Transfer orders, Output orders
      • Batches
    • Warehouse management:
      • Physical on-hand inventory
      • Loads, Shipments, Works
      • Containers
      • Locations
      • License plates
    • Production control:
      • Production orders
    • Master planning:
      • Planned orders
    • Hierarchies, categories and attributes filters can be added to any standard or custom form via UI setup
  • Copy found Ids to clipboard separated by comma (It could be Item number, Sales order number, Customer id etc. configured via UI)
  • Add new lines with possibility to filter by hierarchy, category and attributes:
    • Sales order lines, Sales quotation lines, Purchase order lines, Purchase requisitions lines
    • Discount lines, Trade agreement lines, Rebate agreement lines, Item requirement lines, Modes of delivery products, Funds products, Trade allowance agreement lines, Royalty agreement lines
    • Counting lines, Transfer order lines
    • Retail and Commerce module: Buyer's push lines, Mass update worksheet lines, Product package lines, Assortments products

The Product Attribute Search functionality requires no additional parameter setup to work. All functionality is built on existing standard setup options using product attributes. This ensures that even in existing applications using hierarchies and attributes the add-on will work out-of-the-box once installed with no additional parameter setup required.

At a glance