ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Product Attributes



 NOTE

Product attributes can be added only to the procurement category hierarchy. To be able to use the procurement category hierarchy with product attributes it should be set up for the webshop. For more information, see 'Product Categories'.

If you classify products using a product category of the Procurement category hierarchy type, then you can assign product attributes to the product categories. Product attributes are product characteristics that can be used to extend webshop search and also for filtering of products in the webshop using facets.

Assign product attributes to the procurement category hierarchy


 NOTE

The procurement category hierarchy should be already created. In Dynamics 365 Enterprise Edition it is possible to create only one product category of the Procurement category hierarchy type.

Step 1: Click: Procurement and sourcingConsignmentProcurement categories.

Step 2: Use this form to assign product attributes to the procurement product category. On the Product attributes FastTab click Add to assign product attributes.

You can add product attributes at a parent category level and then require subcategories to inherit all product attributes from the parent category. You can also manage product attributes for each subcategory individually.

Product attributes added to a category will be used for all products that belong to this category.

You can change the default product attribute value per product. Select the necessary released product and on the Product tab click Product attributes. Use the Product attribute values form to set up product attribute values for each product. If product attribute values are of the text type you can translate them to different languages. If your webshop is multi-lingual product attributes from Dynamics 365 Enterprise Edition will be shown in the selected language.

Set up attributes and attribute types

Step 1: In Dynamics 365 Enterprise Edition click: Product information management > Setup > Categories and attributes > Attribute types.

Use this form to set up attribute types and default values that you can select when you define attributes for products and categories in the Attributes form.

Step 2: Click: Product information management > Setup > Categories and attributes > Attributes.

Use this form to manage the list of available attributes as well as translate attributes names to any language.

Set up product attributes for the Sana webshop

When product attributes and values are set for the procurement category hierarchy and products you can open Sana Admin, click: Setup > ERP Integration > Index fields, and extend your webshop search capabilities with product attributes. You can add product attributes to the filter and keyword fields. In the Field name dropdowns of each section you can see the fields with the [Attribute] tag that corresponds to the product attributes in Dynamics 365 Enterprise Edition. You can also use these fields for filtering of products in the webshop using facets. In Sana Admin click: Setup > Navigation & search > Facetted filters.

For information about search settings, see 'Search'.

Product attributes from Dynamics 365 Enterprise Edition can be used not only to extend your webshop search capabilities, but also for product attributes configuration in Sana Admin.

For more information about product attributes setup in Sana Admin, see 'Products'.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition