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Add or edit record identifiers

Introduction

In ParagonERP, a record identifier helps you quickly identify a record within a module's list view.  A record identifier can be a combination of any attributes you have set up. For example, the record identifier for a product could be style + color + size.

Summary:

ParagonERP comes with default record identifiers that are automatically set up during the install process. Included in the default items:

  1. Items (such as products and materials)
  2. Company (relates to modules like customer and vendor)
  3. GL Accounts (defines the naming of GL Accounts with their account numbers)
  4. Locations (for warehouse information)
  5. Person (relates to the person module which can be used for employee or salesrep info)

Sometimes, identifying a product, customer or any other type of reference from the default identifiers can be difficult, especially when you use codes or abbreviations. This article explains how to edit default identifiers or even how to add new record identifiers.

Please take special care when adjusting record identifiers. Incorrect settings may result in invalid data. Talk to your manager or system administrator before making any adjustments.

 

Identifier tab in company settings

Navigate to the company settings module, and click on the identifier tab.

Click the edit button.

Add or edit record identifiers

Once you click the edit button on the identifier screen, you can modify the default record identifiers or add new ones.

  • Module: that is the module for which you wish to add or edit the record identifier
  • Ordinal: that is the position in which the identifier will appear if you're selecting multiple identifiers for one module
  • Attribute: that is the attribute or information that will feed the identifier
  • Field: that is the database field that will feed the identifier

Note: you do not need to fill both an attribute and a field - but at least one needs to be defined.

Once you're done, click the save button.

 

Rebuild record identifier

f any changes are made to the identifier records on this page, you must select that record and click the rebuild record identifier button at the bottom right hand corner of the screen to make the changes throughout ParagonERP.

Once the record identifier has been created or edited, log out and back into ParagonERP. Then, navigate to the module you were working on and you will see the new identifiers in the first column of the module list view.

 

Examples of record identifiers

By default, ParagonERP only lists the item's short description in the list view (this is the product or material code as entered in the detail view of that item). In other words, in the list view screens, you will see ParagonERP's default identifiers for items (products, materials, etc.)

Default record identifier page:

 

Default product list view:

In the screen below we have entered identifier values for style, color, and size on the product.
 
This is an example of ParagonERP's identifiers after they have been changed to reflect the way items are categorized in a clothing business workflow:
 
Revised identifier page:
 
Revised product list view:

 

Related Articles

If your products use style, color and style record identifiers, this article may interest you.

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