The Product Detail folder contains a record for each detail line for every product. Each detail line represents a defined vendor/unit of measure combination for a product. If the Purchase Unrestricted flag is not marked on a product, only the vendor/unit of measure combinations that are not flagged as obsolete can be used for purchases. If a product can be purchased from multiple vendors, at least one detail line is needed per vendor. If a product can be purchased from a particular vendor in various units of measure, one detail line is needed for each vendor/unit of measure combination.
When you double-click a record in the Product Detail folder, the Product window opens with the product record loaded and with focus on the detail line that corresponds to the item you double-clicked. Other than the initial focus when you enter the Product window through the Product Details folder, the Product window accessed from the Products folder and the window accessed from the Product Details folder behave the same.
Product Detail Listing
Product Detail Listing
Purpose
The Product Detail Listing provides a list of product detail information defined in the Purchasing package.
Content
For each product detail record included on the report, the listing shows:
product name
vendor
unit of measure
description
part number
unit cost.
In addition, you can include one or more of the following:
cost detail
timestamps
memos
custom fields.
The following total appears on the report:
record count.
Print the report
In the Navigation pane, highlight the Purchasing > Setup > Products > Product Detail folder.
Start the report set-up wizard.
To report on all or a filtered subset of product detail lines:
Right-click the Product Detail folder and select Select and Report > Product Detail Listing from the shortcut menu.
On the Selection tab, define any filters to apply to the data.
To report on specifically selected product detail lines:
In the HD view, select the product detail lines to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
Click .
Select the Options tab.
Mark the checkbox(es) for the additional information to include:
Cost Detail
Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
Timestamps
Memos
Custom Fields (only visible if custom fields are set up)
Select the Output tab.
In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
- Provides access to two preview options.
Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
- Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
- Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
From
The email account from which to send the email. Valid options are:
Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.
Data extensions
The following data extensions are available for the report:
Products
Product detail
Product cost
Product detail security
Common accesses available on product detail
Access
A user with this access can...
Change
Use the mass change action on product detail.
Data
Have read-only access to product detail from anywhere in the software (e.g., field validations, filters, date expressions).
Delete
Delete product detail.
Edit
Edit product detail records.
Read
Have read-only access to product detail records.
Report
Run reports with product detail information.
Report Designs
Create and edit report designs with product detail information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers
Create and edit saved answers related to product detail.
Shared Filters
Create and edit shared filters on product detail.
Visible
View the Product Detail folder in the Navigation pane.
.
- Provides access to two preview options.
- Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- Opens the 
- Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).