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.

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, showing real time data without custom synchronization tables.
Enhanced search capabilities. Attribute filters support multi-value lookup, ranges, 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.
Display attributes as columns on a grid (export to Excel from grid).
Easy to extend. Attribute filters and columns can be added to any form (standard or custom) via UI configuration.

The Product attribute extension consists of:

Find products by attribute values:

Filter Products, Released products forms by product hierarchies, categories and attributes

Find any entity which uses products with needed attribute values (more than 60 forms supported by default):

Sales and marketing: Customers, Sales orders, Sales lines, Confirmations, Picking list, Packing slip, Invoice, Sales quotations etc
Procurement and sourcing: Vendors, Purchase orders, Purchase lines, Confirmations, Receipts list, Product receipt, Purchase requisitions, Requests for quotations, Purchase agreements etc
Inventory management: Inventory on-hand, Inventory transactions, Inventory journals (Movement, Bills of materials, Counting etc.), Shipments, Picking list registration, Transfer orders, Batches etc
Warehouse management: Loads, Shipments, Works, Containers, Locations, License plates etc
Production orders, Planned orders

Add new lines with possibility to filter by hierarchy, category and attributes (more than 20 forms supported by default):

Sales lines, Sales quotation lines, Purchase lines, Purchase requisitions lines, Trade agreement lines, Counting lines, Transfer order lines etc.

Display attributes as columns on a form (more than 70 forms supported by default):

Product information management
Sales and marketing
Procurement and sourcing
Inventory management
Warehouse management
Production control, Master planning

Intelligent product number and name on the basis of category and attributes:

Assign category and attributes when product is created
Set up product Id number sequence per category
Generate a product name on the basis of category and attribute values

Take control on products duplication:

Check and warn if created product have a non-unique set of attributes

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

Additional features:

Support personalization, saved views
Copy found Ids to clipboard separated by comma (It could be Item id, Sales order id, Customer id etc. configured via UI)
Product attributes fact box
Product attributes tab on the Product information form
Add attribute value as a range for Report, Inquiries, or Job queries
Flexible setup that allows enable\disable features; attribute filters and attribute columns can be added to any form (standard or custom) via UI configuration etc.

The Product attribute extension 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.

Product attribute search

kiadó: DynamicsAxTraining