Custom Tab

Use this form to assign and display inventory item tree and user-defined field information.

Note: If an inventory tree is Mandatory, you can't save a new item unless you have allocated it to a branch in that tree.

You cannot remove an item from a tree from this form. You can only remove an item using a tree maintenance form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Inventory item trees table

To assign an item to a tree branch, double click the name of the tree in the table to display associated branches and then select or change the tree branch for the item.

Inventory item fields table

Enter the values for custom fields. You can also define custom fields for items at an analysis code level. If these have been set up, then fields only appear against items that have the analysis code for which user-defined fields have been set up.

Fields set up on the User Field Maintenance form appear for all items, regardless of the analysis code that is assigned to them.

Transaction trees table

This table displays the transaction trees set up to analyse data at an item level. You can set the Available flag individually for an account here, or in bulk using the Transaction Tree Assignment form.

You can select the Mandatory option at an account level, or in bulk using the Transaction Tree Assignment form. If this is selected, a branch must be assigned when you enter a transaction for this masterfile/tree.

Selecting either Available or Mandatory makes trees (and the subsequent assignment of branch data) available to some but not all masterfiles, and mandatory only.

Transaction fields table

This table displays the transaction fields applicable.