Custom Attributes

This FAQ will go over how to set up custom attributes in Paradigm ERP. These are used to record data that doesn’t fit nicely into an existing standard field in Paradigm, like external account numbers, IDs, or other custom data points.

Creating an Attribute

Attributes can be created by going to System > Company Preferences > Attributes Setup. Another way to create them is by clicking the pencil icon highlighted in the images below.

1. First choose the attribute type from the drop down to select the form for which to create the attribute.
2. Then enter the attribute information.
   • On a transaction attribute, the “Required” field can be enabled to require a value to be filled in before releasing/posting.
3. The “List Item” number decides which column that it will display in on the list.
   • There are 4 columns available on the column chooser for custom attributes.

4. Attribute options can be set up to have the user choose from a set of options instead of allowing for custom values to be filled in:

Viewing Attributes on A List

To view the custom attributes on a list, go to the list that matches the attribute type. Then open the column chooser and find the attribute on the list. Note that the list item number must be set for the attribute to show up. More info on editing list layouts can be found here: How To Customize List Layouts

Assigning Attributes

Transaction Attributes

To add a attributes to a transaction, go to the “Status” tab. These attributes are editable even on completed or posted transactions.

Customer Attributes

Customer attributes can be added on a customer’s “Detail” tab.

Inventory Attributes

Inventory attributes can be added on the item’s “Detail” tab.