Facility Validity Tab
Require Navision Items – Within TAG, there are two categories of inventory items; they are Consumables and Items. Items are Microsoft Dynamics™ NAV items and Consumables are inventory records that are housed in a separate table within TAG. Using this field, you may require a Consumable to exist in the Microsoft Dynamics™ NAV Item table before it can be created in the TAG table. This is accomplished by checking this check box. If you choose this option, you should set the Consumable numbering sequence under Setup > Controls > No. Series Tab to manually assign numbers.
Navision Location – Use this drilldown field to select a Microsoft Dynamics™ NAV Location for the Facility. If you assign a Location to the Facility, when Items are accessed in TAG, only those Items found in the Location specified here will be shown.
Default Labor Rate – Use this field to define the Default Labor Rate for the Facility. If no cost is associated with a Personnel record, this rate is used.
Inventory Filters Item Category and Product Group – Use these fields to filter the Item and/or Consumable lists for the Facility. These values default from the Setup > Controls > Validity when the Facility Card is created but may be changed. The logic controlling the filtering values used to control the listing of Items or Consumables is as follows:
- For a Date Meter Policy, Planned Order, Released Order or Pending Approval Order when an Item or Consumable type is selected for a Related Requirements (RR) entry, the Facility associated with the Equipment specified in the Header or Line, depending where the RR is accessed, is used to find the filter content to be used. If no facility is found (blank or null; IE no equipment entered or it is a new line or a new document) the filter content is taken from the Controls. If there is a Facility found, the filters from the Facility record are used. If no equipment exists (line or header) then filters from Controls are utilized;
- For the Inventory List on a Inventory Maintenance Policy, the filters used are taken from the Controls;
- As no Equipment is specified on the Inventory > Inquiry, Work Procedure and Template, the filters from the Controls are used;
- For the Equipment Parts, the Facility from the Equipment record is used if such exists. If it does not, then the filters from Controls are used.
In each situation if there is no filter text on the Facility or Controls the Inventory list is not filtered.