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How to Work with Master Record Attributes

Do you need to track additional data related to certain master files? Let’s walk through how you can use attributes for that.


Item attributes enable you to track additional data related to certain master files, and can be assigned to both single items and to item categories. Attributes are typically physical characteristics that you add to items– for example, color, model year, and so on. Users can quickly search on these attributes.

Item attributes are available on the following NAV master records:

•    Customer (18)
•    Vendor (23)
•    Item (27)
•    Bank Account (270)
•    Employee (5200)
•    Fixed Asset (5600)
•    Contract (23020162)
•    Appraisals (23020214)
•    HR Position (23020260)
•    Expense Type (23020500)
•    Project (23032506)
•    HR Applicant (23032889)

Creating and Assigning Attributes

When you create new item attributes, you can choose from one of the following types:

•    Text
•    Data
•    Date
•    Option 
•    Integer
•    Decimal

Note: You can hide item attributes that are no longer in use by adding a checkmark to the Blocked checkbox.

  1. Open the page that you want to assign attributes to. 
  2. Select the object that you want to add an attribute to, and from the Ribbon click Attributes.
    The Attribute Values window displays.
  3. Place the cursor on a new line in the Description field, and from the drop-down menu choose New.
    The Attributes window displays.
  4. Complete the following:
    • In the Name field, type a descriptive name for the attribute.
    • In the Type field, select the attribute type. Can be one of: Text, Date, Data, Option, Integer, or Decimal
  5. If you are creating attributes of type Option, specify the possible values:
    • Double-click in the Values field.
      The Attribute Values window displays.
      new attribute values.png
    • In the Ribbon, click New.
    • Type an option name.
    • Repeat for each option that you want to define.
    • Click OK.
  6. Click OK to return to the Attribute Values window and OK again to return to the original window.

Filtering on Attributes

You can filter a window based on a particular Attribute value. 

To filter based on attributes:

  1. Open the window that you want to filter. For example, the Items window.
  2. From the Ribbon, click Filter by Attributes.
    The Filter by Attributes window displays.
  3. In the Attribute column, choose the attribute that you want to filter on from the drop-down list.
  4. Click the AssistEdit button.
    The Specify Filter Value window displays.
  5. In the Condition field, select an operator from the drop-down list. For example, “=   Equals”.
  6. Provide a value that you want to filter on in the Value field.
  7. Repeat steps #3-6 for every additional attribute that you want to filter on.
  8. Click OK to return to the Filter by Attribute window.
  9. Click OK to filter your results.
  10. You can remove the filters from your results by clicking Clear Attributes Filter from the Ribbon.

Using the Attribute Setup Window

The Attribute Setup window displays a list of all attributes, organized by master record.

To view the Attributes Setup window:

  1. In the Search field, type Attribute Setup and then select the object from the drop-down list.
    The Attribute Setup window displays.
  2. To view the defined attributes for a particular master record, select the master record and from the Ribbon click Attributes.
    The Edit Attributes window displays.
  3. To edit an existing attribute, from the Ribbon click Edit.
    The Edit Attribute window displays. Modify the attribute as needed.
  4. To add a new attribute, from the Ribbon click New.
    The New Attribute window displays. 
  5. Do the following:
    • Provide values for the Name and Type fields.
    • Click OK when finished, or click OK and New to save this attribute and create another.
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