Favorite Information in FactBox

Feature Overview

Favorite Information in FactBox provides quick access to a curated set of specifications directly on the master data card, without opening the full Information Setup page. A FactBox panel appears alongside the item, customer, or vendor card showing only the specifications that have been designated as favourites — making the most important attributes immediately visible at a glance.

The feature has two configuration layers. A Favorite Information record defines a named set (a "favourite group") for a specific table. Within each group, a Favorite Information Setup specifies which Information Codes are included. A separate Favorite User Setup allows individual users to select which favourite group they want to see when they open a card for that table — so different users or roles can have different FactBox configurations without changing global settings.

The FactBox is visible on the Item Card, Customer Card, Vendor Card, and other supported card pages. It shows the current specification values for the configured favourite codes. When a user enables the FactBox, specifications in it can also be edited directly, providing a lightweight alternative to opening the full specification page for records where only a few key attributes need to be reviewed or updated.

Key Facts

Area	Detail
Where to set up	Favorite Information page; Favorite Information Setup (per group); Favorite User Setup (per user per table)
Supported pages	Item Card, Customer Card, Vendor Card, and other supported card pages
Configuration levels	Group level (which codes are in the set) and user level (which group each user sees)
Integration points	Information Codes, Information Values, Specification Entry

Getting Started

Open Favorite Information from the Master Data Information navigation.
Choose New to create a favourite group. Enter a Favorite Code (e.g. ITEM-KEY), a Description (e.g. Key Item Attributes), and set the Table to the entity type (e.g. Item).
With the group selected, choose the Favorite Information Setup action.
Add one line per Information Code you want to include in this group. Set the Information Code for each line.
Save and close.
To assign this group to a user, open the Favorite User Setup action from the Favorite Information page.
Add a line for the user: set the User ID and link it to the Favorite Code you created.
When the user opens an Item Card, the Favorite Information FactBox will display the specifications from the selected group.

Related Features

Favorite Information in FactBox depends on Information Codes — only codes that exist can be added to a favourite group. The values displayed in the FactBox are the same Information Entry records shown on the full Specification Entry (Information Setup) page; the FactBox is a filtered, read-optimised view of the same data. When the FactBox is editable, changes made in it follow the same rules as direct specification entry.

User Stories

US-01: Configure a favourite group showing key item specifications

As a IT Manager
I want to create a favourite group for items that shows the Colour, Material, and Weight specifications in the FactBox
So that users can see the most important attributes at a glance without opening the full specification page

Setup:

Open Favorite Information and create a new group: Favorite Code = ITEM-KEY, Table = Item.
Open Favorite Information Setup for this group and add lines for COLOUR, MATERIAL, and WEIGHT.
Save.

US-02: Assign a favourite group to a specific user

As a IT Manager
I want to assign the "Key Item Attributes" favourite group to the purchasing team users
So that when they open an Item Card, they see the relevant purchasing attributes in the FactBox

Setup:

Open Favorite Information and select the ITEM-KEY group.
Choose Favorite User Setup and add a line for each purchasing user: set the User ID and link to ITEM-KEY.
Save. Each purchasing user will now see the configured FactBox when opening an Item Card.

US-03: Create separate favourite groups for different teams

As a IT Manager
I want to configure one favourite group for sales users (showing commercial attributes) and a separate one for production users (showing technical attributes)
So that each team sees only the specifications relevant to their work

Setup:

Create favourite group ITEM-SALES for the Item table with commercial codes (e.g. COLOUR, STYLE, SEASON).
Create favourite group ITEM-PROD for the Item table with technical codes (e.g. MATERIAL, WEIGHT, TOLERANCE).
Assign ITEM-SALES to sales users and ITEM-PROD to production users via Favorite User Setup.

US-04: Configure a favourite group for vendor qualification attributes

As a Purchasing Agent
I want to see the key vendor qualification specifications — Certification, Payment Terms, and Lead Time — in the FactBox on the Vendor Card
So that I can review vendor capabilities quickly when evaluating purchase decisions

Setup:

Open Favorite Information and create a new group: Favorite Code = VENDOR-QUAL, Table = Vendor.
Open Favorite Information Setup and add lines for CERTIFICATION, PAYMENT-TERMS, and LEAD-TIME.
Assign the group to purchasing users via Favorite User Setup.

US-05: Update the specifications in a favourite group

As a IT Manager
I want to add the "Country of Origin" specification to the existing Key Item Attributes favourite group
So that users can also see origin information in the FactBox without opening a separate page

Setup:

Open Favorite Information and select the ITEM-KEY group.
Choose Favorite Information Setup and add a new line for COUNTRY-ORIGIN.
Save. The FactBox for all users assigned to this group will now include Country of Origin.

Field Reference

Field	Where to find it	What it does	Default
Favorite Code	Favorite Information page	Unique code identifying this favourite group	—
Description	Favorite Information page	Display name for the group	—
Table	Favorite Information page	The BC entity type this group applies to (e.g. Item, Customer, Vendor)	—
Information Code	Favorite Information Setup page	One of the Information Codes included in this favourite group	—