Item Guidelines & Restrictions - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

Overview

This page enables you to assign standard guidelines to specific items and to substitute values for the variables of the standard guidelines.

If the Optiva administrator specified function codes for this page, then you can add notes.

Main tab

This tab enables you to reconfigure a standard guideline to apply to specific items.

You can add, delete or edit guideline row in the grid. You can also add a description to the guideline.

Once the grid row contains a standard guideline, you can click the Drilldown button to see the individual elements on one page in the Drilldown page. You can still use the grid in the Main tab to edit the individual elements.

Each item can have more than one guideline and the same guideline can apply to more than one item.

Brand
Specify the criteria to match to the contexts in a guideline check.
  • Match All -All attributes are matches.
  • Match Listed -Listed attributes are matches.

  • Do Not Match Listed -- Any attributes except those listed are matches.

Class

Shows the class assigned to the item in the Item page. This value alerts you as to whether the item contains sub-items that may need guidelines defined.

End Use
Specify the criteria to match to the contexts in a guideline check.
  • Match All -All attributes are matches.
  • Match Listed -Listed attributes are matches.

  • Do Not Match Listed -- Any attributes except those listed are matches.

End User
Specify the criteria to match to the contexts in a guideline check.
  • Match All -All attributes are matches.
  • Match Listed -Listed attributes are matches.

  • Do Not Match Listed -- Any attributes except those listed are matches.

Information Only

Select this check box to indicate that this is general information, not a guideline or a restriction.

This information is useful for preliminary development or production of a formula, but can be filtered out of a guideline check.

Mfg Location
Specify the criteria to match to the contexts in a guideline check.
  • Match All -All attributes are matches.
  • Match Listed -Listed attributes are matches.

  • Do Not Match Listed -- Any attributes except those listed are matches.

Product Type
Specify the criteria to match to the contexts in a guideline check.
  • Match All -All attributes are matches.
  • Match Listed -Listed attributes are matches.

  • Do Not Match Listed -- Any attributes except those listed are matches.

Selling Location
Specify the criteria to match to the contexts in a guideline check.
  • Match All -All attributes are matches.
  • Match Listed -Listed attributes are matches.

  • Do Not Match Listed -- Any attributes except those listed are matches.

Standard Guideline
Select a standard guideline from the lookup list.
Source

Choose the name of the group that is creating the guideline.

Standard Guideline Text

Shows the text from the selected standard guideline.

This text cannot be changed, but values for variables can be substituted and additional text can be added in the Additional Text field.

Status

Specify the status of the guideline. You can exclude

Item Guidelines from consideration by using the Exclude Statuses control in the Guideline Check form.

Value Type

Select a type of min/max percentage value. Then enter values appropriate to the selected min/max type.

These values are compared to the item’s quantity percentage in the formula.
  • Any Quantity = Min and Max are not required.
  • Above Max = Max is required.
  • Between Min and Max = Min and Max are required.
  • Below Min = Min is required.

  • Not Between Min and Max = Min and Max are required.

This currently applies to the &Min and &Max variables only.

Preview

Click the Preview button to display the Item Guidelines & Restrictions previewed in the dialog with variable substitutions.

View selected guidelines assigned to the current item.

Standard Statement

Shows the standard guideline with the variables evaluated according to the entries in the Main tab.

Guideline Description
Shows the description of the standard guideline.
Additional Text

Shows the additional text that was specified in the Main tab.

Copy From

You can use Copy From button to copy guidelines from a different item guideline to the one that is being edited.

Standard Guideline Text

Shows the text from the selected standard guideline.

This text cannot be changed, but values for variables can be substituted and additional text can be added in the Additional Text field.

Additional Text

Shows the additional text that was specified in the Main tab.

Security tab

This tab identifies who can access the object and the types of access

privileges that are granted for the Owner, Group, and Role.

The Optiva administrator configures the default security for all objects of this type. You can specify the security for a specific object here. For example, you can assign the Owner full privileges (Read/Copy/Write/Delete), but partial or no access privileges to the Role and Group.

Classification tab

You can assign set(s) to Optiva objects. The values that are available for selection are configured by your Optiva administrator.

Sets are a useful method for categorizing your objects and for filtering data when performing lookups and searches. For example, food manufacturers can have separate classifications (set codes) for Baked Goods, Fast Food,Frozen Food, and so forth.

By default, objects are only shown in the lab in which they were created. Once you assign sets to an object, those objects can be seen by users in other labs.

To hide objects from other labs, do not assign them to a set.