How to Create an Attribute in Acumatica

Follow these Steps to Create an Attribute in Acumatica:

Creating an Attribute

You can use an attribute to collect and store additional information about objects in the system. The first step is to define an attribute so it is available in the system.

You can create the following types of attributes:

  • Text: A text box into which the user can type text. You have the option to specify an input validation rule based on an input mask or a regular expression.  Input validation ensures that the entered data is valid and usable (for example: a mask for phone numbers requiring them to be entered as xxx-xxx-xxxx).
  • Combo: A list box users can used to type or select options
  • Multi Select Combo: A list box where users can select multiple options
  • Checkbox: A checkbox users can select or clear
  • Datetime: An element for selecting date and time

To define a new attribute, go to Configuration > Common Settings > Attributes Screen (not Projects)

Assigning an Attribute

Once you created the attributes, you can pick from this attribute pool and assign it in various locations.

You can assign attributes to the following classes:

  • Contact and Lead Classes (CRM)
  • Opportunity Classes (CRM)
  • Case Classes (CRM)
  • Business Account Classes (CRM)
  • Campaign Classes (CRM)
  • Item Classes (Inventory)
  • Employee Classes (Organization)
  • Vendor Classes (AP)
  • Customer Classes (AR)

You can assign attributes to the following types:

  • Service Order Types (Service Management)

You can also assign attributes to the following Project attributes:

  • Project
  • Task
  • Account Group
  • Equipment

You can also use attributes on various data entry screens as UDFs:

  • Time & Expense
  • General Ledger
  • Cash Management
  • Accounts Payable
  • Accounts Receivable
  • Fixed Assets
  • Taxes
  • Currency Management & Deferred Revenue
  • Inventory Management
  • Order Management
  • Project Accounting & Construction
  • Customer Relationship Management (CRM)
  • Service Management

For more information about user-defined fields, see the following article in the Acumatica Cloud ERP help:
https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=96dd287d-b37f-4f23-b401-b3122cf8a0a1

To assign an attribute, choose the class, type, or Project to which you want to assign it.

Select the Attribute ID from the previously created group of attributes. Acumatica will populate the description and control type automatically. You should define the sort order and define if the attribute is required. Save your changes to make the attribute available on the corresponding screens.

For more information about attributes, see the following article in the Acumatica Cloud ERP help:
https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=51966695-681a-4ca7-9365-d1b5058a1596

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