Quick Add and Quick Key Items

Overview

The Quick Add and Quick Key items, allow users to filter and add parts to a Transaction without navigating away from the Transaction page.

Quick Add and Quick Key items have the following capabilities:

Quick Add is used with JET Transaction UIs and Quick Key Items are used with Legacy Transaction UIs.

ClosedAdd Parts using Quick Add * Applicable to JET Transaction UI

To use Quick Add complete the following steps:

  1. Select the Quick Add icon from the toolbar at the top of the Line Item Grid.

    Line Item Grid toolbar Quick Add icon

    After the Quick Add icon is selected, the Quick Add window opens.

    Quick Add dialog

  2. To add a part in the Quick Add window, press <Enter> or click the Add Row icon. Add Row icon

    If additional part fields are mapped to the Line Item Grid, these fields will be automatically populated once the user enters a valid part number and tabs out of the Part Number field.

  3. If the Quantity needs to be adjusted, type in a new value or use the increase and decrease controls. Increase/Descrease iconc

    When a new part is added, this field is populated with a default value of "1".

  4. Click Clear All to remove all rows.
  5. To remove a row, click the Delete icon. Delete icon
  6. Click OK to add listed parts to the Transaction and close the Quick Add window.
  7. Click Cancel to close the Quick Add window without adding any listed parts.

Notes:

  • If the current Transaction does not contain any parts, the user can select an active Price Book from the Pricebook drop-down.
  • When the current Transaction contains parts, the Price Book is already defined and the Pricebook selection is not editable.
  • If Price Books are not enabled on a site, the Price Book attribute will not display in the window.

ClosedAdd Parts using Quick Key *Applicable to Legacy Transaction UI

  1. Click the Quick Key Line Item icon.

    Legacy Line Item Quick Key icon

    An auto-suggest box appears as soon as you start typing in a part number. The parts suggested include Direct Buy parts that are available in the user's selected Price Book.

    Type to filter and select Product

  2. Edit the Part Number and Quantity.

    If additional part fields are mapped to the line item grid, these fields will be automatically populated once the user enters a valid part number and tabs out of the Part Number field. Only part line items are supported.

    You must invoke a Modify action to save all items added from the parts database.
    Quick Key line items are added below the row in which the icon is clicked. They will be added below the entire configuration when the Quick Key icon is selected in the parent row.

Administration

ClosedEnable Quick Add * Applicable to JET Transaction UI

To enable the Quick Add window, perform the following steps:

  1. Navigate to the JET Responsive Layout Editor:

    Admin > Commerce and Documents > Process Definition > Documents > JET Responsive Layout

  2. Click the Gear icon on the Line Item Grid editor.

    Jet UI Line Item Grid - Edit icon

    The Line Item Table window opens.

    Line Item Grid editor Display Quick Key Item Entry Action

  3. Select the Display Quick Line Item box within the Line Item Grid editor.

    Ensure that the Part Number (_part_number), Part Display Number (_part_display_number), Part Description (_part_desc), and Part Quantity (_price_quantity) attributes are displayed on the Line Item Grid to enable their display on the Quick Add window.

  4. Click OK to save changes for the Line Item Grid.
  5. Click *Save to retain the layout changes.

Notes

  • Deploy the applicable Commerce Process to apply updates to the Transaction UI.
  • To display the Quick Add window on the Transaction UI the Add From Catalog actions must be enabled.

ClosedEnable Quick Key Items * Applicable to JET Transaction UI

  1. Navigate to the Layout Editor of the Commerce Process for which you would like to enable Quick Key Line Items.

  2. Click the Gear icon on the Line Item Grid editor.

    Jet UI Layout Editor - Line Item Grid Edit icon

  3. Select the Display Quick Line Item box within the Line Item Grid editor.

  4. Ensure that the Part Number (_part_number) and Quantity (_price_quantity) fields are mapped to the Line Item Grid.

    • You must ensure that a Modify action exists for the Commerce Process since the end user is required to perform a Modify action after adding Quick Key items.
    • Use the Commerce stylesheet to customize colors for Quick Key Items and any associated errors.

ClosedQuick Key Line Items and Part Display Numbers

If you have implemented Part Display Numbers, they can be used in your Quick Key Line Item search. Both the Part Number and the Part Display Number columns must be on the Line Item Grid of a Commerce layout in order to search Part Display Numbers.

You can use the existing Quick Key Line Item search, if you want, by only having the Part Number column on the Line Item Grid of a Commerce layout.

The Part Display Number can be used as a search value.

The Quick Key search results will show the Part Display Number first (then the part number in brackets) using the following format: Part Display Number [Part Number].

Part Display Number used as a search value

For more information about Part Display Numbers, see the topic Part Display Number.

Notes

If the user has access to multiple Price Books, the user must select a Price Book before adding items. If all line items are deleted before saving, then the user will be asked to choose the Price Book again on a subsequent Quick Add or Quick Key action.
  • The Sequence Number field is non-editable unless the Quick Add or Quick Key line items are saved.

  • The access rights to Quick Add or Quick Key line items on a particular step is dependent upon the access rights assigned to the Add From Catalog actions (Main document & sub document). An Add From Catalog action on a step must be active for Quick Add or Quick Key line items to be available to the user. If all Add From Catalog actions (Main document & sub document) are hidden or inactive the Quick Add/Quick Key button will be deactivated.

  • NULL and blank Integer values are treated as separate values:
    • NULL= 0
    • Blank = ""
  • Using NULL as an attribute value is strongly discouraged.
  • If you use logic that tests for NULL values in rule conditions or BML, confirm that the logic takes this difference into account.

Related Topics

Related Topics Link IconSee Also