Online Help | Web App

General tab

The General tab displays the general information about the Consumable grouped in the following sections:

Upper unnamed section - displays the ID, name, and text description of the Consumable.

Categorization section - shows the type and category of the Consumable. The lists of types and categories are configured by your Alloy Navigator Express administrator.

Ownership Information section- allows you to associate the Consumable with a responsible Person and also with their Organization and Location. When the Organization, Owner, or Location field is filled out, you can open the person, organization, or location record correspondingly by clicking the field label that becomes a hyperlink. The referenced object will appear in a fly-out preview form. To access its full form, click the hyperlinked field label with the wheel mouse button, or click the Edit icon in the fly-out preview form. The object record will be opened in a new tab.

Product section - contains the information about the Consumable's manufacturer and its production characteristics. Clicking the Product link opens the chosen product in the separate window.When the manufacturer is chosen, clicking the Manufacturer link opens the chosen Manufacturer in the separate window.The referenced object will appear in a fly-out preview form. To access its full form, click the hyperlinked field label with the wheel mouse button, or click the Edit icon in the fly-out preview form. The object record will be opened in a new tab.

Finance section - displays and allows you to modify the financial information regarding the purchase of the Consumable.

NOTE: If the Consumable has been created when receiving the PO Item, Alloy Navigator Express typically populates all fields in this section except for the SKU field with the data from the PO Item and its Purchase Order. If you associate the Consumable with a Purchase Order using the Purchase Order field, values of the Purchase Date, Vendor, and Invoice Number fields are auto-populated with the data from the specified Purchase Order.

Purchase Order - displays and allows you to modify Consumable's Purchase Order. You can open the corresponding Purchase Order record by clicking the Purchase Order link. The referenced object will appear in a fly-out preview form. To access its full form, click the hyperlinked field label with the wheel mouse button, or click the Edit icon in the fly-out preview form. The object record will be opened in a new tab.

Purchase Date - displays and allows you to modify the date when the Consumable was purchased.

Vendor - displays and allows you to modify the Vendor of the Consumable. You can open organization record of the Vendor by clicking the Vendor link. The referenced object will appear in a fly-out preview form. To access its full form, click the hyperlinked field label with the wheel mouse button, or click the Edit icon in the fly-out preview form. The object record will be opened in a new tab.

SKU - specifies the stock keeping unit of the Consumable.

Invoice Number - displays and allows you to modify the invoice number for this Consumable.

Original Qty - displays and allows you to modify the original quantity of purchased units within the Consumable.

Stocking UOM - displays stocking units of measure for the Consumable.

Unit Price - displays and allows you to modify the cost of a single purchased unit.

Original Cost - displays and allows you to modify the original cost of a single purchased unit.

Qty - displays and allows you to modify the quantity of purchased units within the Consumable.

Cost - displays the cost of the Consumable.

Additional Dates section - displays and allows you to modify the following dates:

Received Date - displays and allows you to modify the date when the Consumable was received. Typically, if the Consumable record was auto-created as a result of receiving a Purchase Order item, this field is auto-populated.

Retirement Date - specifies the date when the Consumable was retired (for the Consumables with "Retired" status).

The General tab may also display various user-defined fields in an additional section if your Alloy Navigator Express administrator has configured them accordingly. The default name of this section is "Custom Data", although your Alloy Navigator Express administrator may have renamed this section.

NOTE: User-defined fields can appear also on the Custom Data tab (this is the default name of the tab; it can be renamed by your Alloy Navigator Express administrator).