Assigning a Preferred Grid Template Using the Item Record
You can set a preferred grid template for matrix items when you edit the item record.
Guidelines for Assigning a Preferred Grid Template Using the Item Record
Note the following guidelines when you assign a preferred grid template using the item record:
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Assigning a preferred grid template using the item record is optional for parent and child matrix items.
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If a parent matrix item has a preferred grid template, its existing child matrix items inherit the same template.
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A new or existing child matrix item can have a different preferred grid template from its parent matrix item.
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A new child matrix item, which is created after assigning a preferred grid template to its parent matrix item, also inherits its parent’s preferred grid template.
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You can only update the Preferred Grid Template field of the item record in Edit mode.
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You can assign a preferred grid template to the following matrix item types:
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Assembly/Bill of Materials
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Lot Numbered
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Serialized
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Inventory Items
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Lot Numbered
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Serialized
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Follow these instructions to assign a preferred grid template using the item record.
To assign a preferred grid template using the item record:
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Go to Lists > Accounting > Items.
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Click Edit beside the matrix item.
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On the Custom subtab, select a Preferred Grid Template from the list.
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Click Actions, then select Update Matrix.