Assign User Defined Fields (UDFs) to Inventory Items

User defined fields (UDFs) are used to gather additional information about an inventory item. The minor inventory group assigned to the inventory item determines the inventory item's user defined fields. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDFs). 

To assign user defined fields to a minor inventory group:

  1. Click the Minor Inventory Groups link from the Main Menu. The Minor Inventory Groups page opens.
  2. Select the minor inventory group for the user defined fields.
  3. Right-click and select Edit. The Edit Minor Inventory Group window opens.
  4. Select the user defined field set to use from the Inventory User Fields drop-down. Only UDF sets created in the Resource/Inventory/Purchasing Issue Types screen are available for selection.
  5. Click OK.

To assign a minor inventory group to an inventory item:

  1. Click the Inventory Items link from the Main Menu. The Inventory Items page opens.
  2. Select the inventory item for the user defined fields.
  3. Right-click and select Edit. The Edit Inventory Item window opens.
  4. Select the minor inventory group with the UDF set from the Minor drop-down.
  5. Click the Save (disk) button. A User Defined Fields tab displays on the Edit Inventory Item screen.

Related articles

Comments

5 comments

Date Votes
  • Nikki Crook

    I have created a number of UDF's as per instructions above. We are currently on v20.7 and the labels of the UDF's have a suffix of "- Inventory Items UDF" for each label. How can I rename them? I haven't set them up like that?

    Many thanks
    Nikki

    0 upvotes

  • Maggie U.

    Hi Nikki,

    This label is added by the system to identify which area of the software the UDF field is being pulled from so it can't be changed.

    I do notice that this label is behaving differently in the Inventory area of the software than in other areas so please enter a case with our Client Care Team so our Product Management Team can review it.

    Thanks,
    Maggie

    0 upvotes

  • Alex Randall

    How do I go about adding UDFs to Resources in v20? I'm struggling to find Inventory/Purchasing Issue Master in v20.

    0 upvotes

  • Dave Segasture

    In v20 the Inventory Master is named "Inventory  Items"  Once you are in that screen, you should be able to follow the directions in this article to apply your UDF's.

    0 upvotes

  • Maggie U.

    Hi Alex,

    The screen that is used to create the user field groups is called Inventory/Purchasing Issue Types in v20.  You can find it on the Main Menu in v20 under the Inventory Management menu group.   

    Once you add your user fields in that screen, then you can go to the Minor Inventory Groups screen (a v20 screen that is available from the Main Menu in the Inventory Management menu group) and assign the fields to be used on resources using the Resource Issue Type drop-down. 

    On the Resources screen, when you assign the minor group to the resource, then those user fields assigned to the minor group will be available for the resource.

    I've made a note to make sure to add an article for attaching UDF's to resources.  Thanks for the question!

    Thanks,
    Maggie

    0 upvotes

Please sign in to leave a comment.