Difference between revisions of "Module Options:Part"

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== Part Module Options {{top}} ==
 
  
{{{1|}}} <!-- We use this to pass in an introduction when the module options are in the module article -->
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={{{1|}}} MODULE OPTIONS=
  
'''GENERAL SUBTAB''' [[File:Part module options.png|400px|right]]
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{{Intro|Part}}
  
* '''Search by Part and Product descriptions in drop-down filters.'''
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{{MOH2|General}} [[File:Part module options.png|{{width}}|right]]
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* '''Search by Part and Product descriptions in drop-down filters'''
 
:With this option checked, the part and product descriptions, not just the numbers, will be searched when typing into part and product drop downs.
 
:With this option checked, the part and product descriptions, not just the numbers, will be searched when typing into part and product drop downs.
  
'''TRACKING SUBTAB''' [[File:Part_module_options_tracking_subtab.png|400px|right]]
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* '''Add custom fields to PO item'''
 
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:If this option is enabled, [[Custom_Field#Matching_custom_fields|custom fields with the same name and type]] will transfer from the part to the purchase order item. For example, if a part has a custom field that stores color and there is a matching custom field for [[Custom_Field#Create_or_edit_a_custom_field|purchase order line items]], the data in the part custom field will transfer to the custom field for the PO item.
:The tracking subtab allows for the user to '''create additional tracking methods'''. As default, Fishbowl will provide Lot number, Revision Level, Expiration Date, and Serial Number tracking. With the new Tracking Module Option, you can now track by the same method multiple times, or you may create and track by your own new methods.
 
  
:To create a new method of tracking, choose the '''New''' icon located on the Component toolbar. A blank line item will be displayed at the bottom of the Tracking list. Double click on the name, Abbr, and description to enter that information. Next, you will choose the '''tracking Type''' for this method. You may choose from the following options:
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* '''Only allow numeric characters in UPC codes'''
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:If this option is enabled, an error will be displayed for [[Imports_and_Exports#List_of_imports_and_exports|CSV imports]] if any '''UPC''' fields contain letters or other non-numeric characters.
  
:{| width="359" cellspacing="0" cellpadding="0" border="0"
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{{MOH2|Tracking}} [[File:Part_module_options_tracking_subtab.png|{{width}}|right]]
|-
 
| Text
 
| Date
 
|-
 
| Money
 
| Quantity
 
|-
 
| Expiration Date
 
| Serial Number
 
|-
 
| Count
 
| Checkbox
 
|}
 
  
:By default your new tracking method will be set as active. If you wish to inactivate a tracking method at any time, simply uncheck the Active box. The '''Usage column''' allows for the user to see how frequently the tracking method is being used. The number shown is the number of parts currently using this tracking method.
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* The tracking tab allows new part tracking items to be created. To add part tracking, click the '''New''' button located on the component toolbar to the right. A blank line item will be added to the bottom of the tracking list. Enter the name, abbreviation, and description. The type can be set to any of the following: Text, Date, Expiration Date, Serial Number, Money, Quantity, Count, or Checkbox. Unchecking the active box will inactivate a tracking item.
  
:Tracking methods may be '''deleted or moved in position''' by using the corresponding delete or move icons from the component toolbar.
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{{MOH2|Part Wizard}} [[File:Part Module Options Part Wizard.png|{{width}}|right]]
  
{{Clear}}
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* '''Don't show these steps in the New Part Wizard'''
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:When [[Part#Create_a_part|creating a new part]], many of the wizard steps can be hidden by checking the {{Checkbox|Don't show this step again|1}}. The visibility of the steps can be set at the bottom of the wizard steps, or in the module options.

Latest revision as of 19:20, 7 October 2020

MODULE OPTIONS

Some aspects of the Small.Part.png Part module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Part module options.png
  • Search by Part and Product descriptions in drop-down filters
With this option checked, the part and product descriptions, not just the numbers, will be searched when typing into part and product drop downs.
  • Add custom fields to PO item
If this option is enabled, custom fields with the same name and type will transfer from the part to the purchase order item. For example, if a part has a custom field that stores color and there is a matching custom field for purchase order line items, the data in the part custom field will transfer to the custom field for the PO item.
  • Only allow numeric characters in UPC codes
If this option is enabled, an error will be displayed for CSV imports if any UPC fields contain letters or other non-numeric characters.

Tracking tab
Part module options tracking subtab.png
  • The tracking tab allows new part tracking items to be created. To add part tracking, click the New button located on the component toolbar to the right. A blank line item will be added to the bottom of the tracking list. Enter the name, abbreviation, and description. The type can be set to any of the following: Text, Date, Expiration Date, Serial Number, Money, Quantity, Count, or Checkbox. Unchecking the active box will inactivate a tracking item.

Part Wizard tab
Part Module Options Part Wizard.png
  • Don't show these steps in the New Part Wizard
When creating a new part, many of the wizard steps can be hidden by checking the Checked.png Don't show this step again checkbox. The visibility of the steps can be set at the bottom of the wizard steps, or in the module options.