Stock Tracing Qualifications

Stock Tracing Component Only

To access the Qualifications Table select Stock Tracing|Qualifications from the INSTALLATION Workshop main menu.

Qualification tables contain listings of permitted assignments for extend stock properties such as batch numbers, sizes, colours, styles, and so on.

For example, if you define a property called "Colour/Shoes" then you might enter:

GREY

BLACK

BROWN

WHITE

as a series of entries inside a Qualification Table.

Only assignments matching one of the above entries may be assigned to stock items under that extended property grouping. In other words, users would be limited to specifying the colour of "shoes" as either grey, black, brown or white. CAPITAL would not permit other entries to be made. (Although it may allow you one exception: You could specify "none of the above" by selecting the Unalloted column, if your property settings permitted this.)

Listings of acceptable properties are grouped together using Group Codes for easier management. For example, a group with the code SHOECOL would be created first. Each group must also be assigned a specification property number.

See Stock Tracing Concepts for more information on creating stock tracing properties.

Once a qualification group code has been created, and it has been assigned to a particular property, individual assignments may be added. Typical assignments might be:

a range of acceptable colours
a series of acceptable styles, fabrics or sizes
recognised model or revision numbers

Managing Entries

To add a new group press the Add button. You will be prompted to enter the following:

Group Code

Up to 8 characters may be entered for the code. These must be entered for use as the group reference. Assignments are entered under their group headings in order to make management of them easier. Group codes must be unique. You cannot enter the same code twice.

Property ID

A group must also be assigned a specification table property number. The property Size/Colour/Style, for example, has a property ID of 6. You may specify as many group codes as you wish to the same property ID.

Using the above example, if the group SHOECOL was given the property ID of 6, then CAPITAL would require that any of the entries made under property 6 would have to match at least one of the entries placed in the SHOECOL table. If you created more tables and also assigned them to property 6, then the entries found in ANY of these tables would be acceptable.

For example, if you created a new table called SHOECOL2 and assigned it a property ID of 6 and placed the entry GREEN in it, then for property 6 (Size/Colour/Style), GREY, BROWN, BLACK, WHITE (table SHOECOL) and GREEN (table SHOECOL2) would be acceptable assignments.

Press the Delete button to delete the highlighted group code. It will be removed from the system, as well as all assignments made under that group.

Qualifications do not apply to stock properties until at least one table of entries is created. Until that occurs, users are free to create their own property item descriptions and fill them in with anything they want.

To add individual assignments to a group, press the New button. To remove individual assignments, press Remove.

Hints & Tips

If you need to temporarily disable the assignment entries in a qualifications table, change the Property ID number to "999"
Changes to qualification table assignments do not take effect until you exit the INSTALLATION Workshop program.
If the property ID has a Type field of "Transaction" you cannot use a qualification table with it.

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