Associate Customers with Children or AttributesAssociate Customers with Children or AttributesWhen you associate customers with a classification, you can control whether the customers are associated with children, attributes, or both.
From the List tab of the Classifications (SP) application, select a customer-specific classification.
Optional: Select Associate Customers with Children to associate customers that you add to the classification with all children of the classification.
Optional: Select Associate Customers with Attributes to associate customers that you add to the classification with all customer-specific attributes of the classification.
The Associate Customers with Attributes check box is selected on the classifications IT \ HARDWARE \ DESKTOP COMPUTER and IT \ HARDWARE \ DESKTOP COMPUTER \ VIDEOCARD. When you associate customer 6 to IT \ HARDWARE, customer 6 is associated with classifications and the customer-specific attributes of those classifications.
IT is global
IT \ HARDWARE is customer specific (Associate Customers with Children selected , Associate Customers with Attributes not selected)
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Customers |
Attribute |
Attribute is global |
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Customer 1 |
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Customer 2 |
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Customer 3 |
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Customer 4 |
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Customer 5 |
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You associate Customer 6 |
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IT \ HARDWARE \ DESKTOP COMPUTER is customer specific (Associate Customers with Children selected, Associate Customers with Attributes selected)
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Customers |
Attribute |
Attribute is global |
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Customer 2 |
MEMORY |
Yes |
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Customer 3 |
PROCSPEED |
Yes |
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Customer 4 |
WEIGHT |
No. Customer 6 is automatically associated. |
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Customer 5 |
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Customer 6 is automatically associated |
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IT \ HARDWARE \ DESKTOP COMPUTER \ VIDEOCARD is customer specific (Associate Customers with Children not selected, Associate Customers with Attributes selected)
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Customers |
Attribute |
Attribute is global |
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Customer 2 |
MEMORY |
Yes |
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Customer 5 |
BUSTYPE |
No. Customer 6 is automatically associated. |
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Customer 6 is automatically associated |
HDTVOUT |
No. Customer 6 is automatically associated. |
When you select Associate Customers with Attributes the system uses the current classification and if the check box is selected, new customer associations are added to all customer-specific attributes that belong to the classification.
Associate Customers with Children and Associate Customers with Attributes can work together. Customer 6 is propagated to subsequent levels in the classification hierarchy. Customer 6 is also associated with the customer-specific attributes of those classifications.