Another name or code for an item, for example a customer's own part number or a nickname a retailer uses, optionally narrowed to one SKU and one item lot type and optionally reserved for one customer account or one partner account. When a line with an alias is added to an order, delivery order or opportunity, xMatix fills the line's empty Item, SKU and Item Lot Type from the alias and refuses the line if the alias belongs to a different customer or partner account than the document, or if the line already names a different item or SKU. Purchase order and invoice lines only record the alias. The mobile order line Item picker also lists aliases, and mobile order capture and chat ordering match an alias's text to its item. Item aliases are in no shipped app.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup → Account | | Optionally reserves the alias for one customer account. Blank means any customer. When set, a new order, delivery order or opportunity line using the alias is refused unless the document's Account is this account (Selected Item Alias belongs to a different Account, Please verify.). Purchase orders have no Account, so an account-scoped alias never fits one. Set it on the alias record page (Applicability panel); it is not on the New form. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
ItemAliasCode | Item Alias Code | Text | | An optional second code for the alias. Online mobile order capture matches typed or spoken order text against it, and chat ordering searches it together with the name. No document copies it. |
ItemId | Item | Lookup → Item | | The item the alias stands for. When an order, delivery order or opportunity line is added with this alias and no item, the line takes this item; a line that already names a different item is refused with Selected Item does not belong to selected Item Alias, Please verify. Leave it filled: an alias with no item is ignored by order capture and chat ordering. |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | Optionally the item lot type the alias implies, for example a sample or promotional grade. It is copied to a new line that has no lot type; a line that already has a different lot type keeps its own and is not refused. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The alias itself as people see it in pickers, for example the customer's part number or the retailer's word for the product. Required: an alias with no name is refused with Name is required, because Item Alias has no numbering setting in the shipped setup. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | PartnerAccount | Lookup → Account | | Optionally reserves the alias for one partner account (company). Blank means any. When set, a new order, delivery order or opportunity line using the alias is refused unless the document's Partner Account matches (Selected Item Alias belongs to a different Partner Account, Please verify.); order lines are also checked on every later save (Item Alias is not valid.). Set it on the alias record page (Applicability panel); it is not on the New form. |
RecordTypeId | Record Type | Guid, hidden | | Not used by the standard item alias forms. |
SKUId | SKU | Lookup → SKU | | Optionally narrows the alias to one SKU of the item. It is copied to a new line that has no SKU, and a new line that names a different SKU is refused with Selected SKU does not belong to selected Item Alias, Please verify. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | UIAction | Edit |
EditInLine | Edit | Edit | Delete in page. |
New | New | New | New |
