The General tab contains multiple fields that allow you to enter basic information about the material.
Shared Fields
A shared field is one that shares a field caption and/or pick list with another field. Below is a list of shared fields in the Materials module.
Field Name |
Shared Modules |
Unit of Measure Note: The Unit of Measure pick list in Materials must match that of the Parts Inventory setup module to ensure consistency when entering new materials. |
Work (Work Flow Setup-Categories, Classification, Employees, Equipment, Fluids, Materials, and the Tasks module, Planning-Resource module, Work Orders, PM Template)
|
Account # |
Work (Work Orders, PM Template, Work Flow Setup-Contractors, Employees, Equipment, Fluids, Materials, and the Tasks module) |
Proj No.- Acct. |
Work (Work Orders, PM Template, Work Flow Setup-Contractors, Employees, Equipment, Fluids, Materials, and the Tasks module) |
Department |
Work (Work Orders, Planning- Department and Task modules, Requests, PM Template, Work Flow Setup- Classification, Employees, Equipment, Fluids, Materials, Problems, and Tasks) |
Special Functions
Below is a list of fields in the General tab of the Materials module that have additional functionality.
Field Name |
Special Function(s) |
Unit Cost Field
|
The unit cost for the material will be extracted from the Parts Inventory module as materials are added to the work order. If you do not have access to the Parts Inventory module, you can manually enter a unit cost. When a material is selected as a resource in a work order, this data is automatically carried over to the unit cost field for the resource record (from here it can be modified). Note: If the data in this field resembles (*"***.#*"), then you do not have rights within Security to view the data in this field. Please see your system administrator for details. |
Journal Entry Import Button |
The Journal Entry button, if marked, signals that this resource will be imported into the EDEN General Ledger. |
Account # Field |
This account # is automatically populated in the Work Orders Resources grid when the material is selected as a resource (from here it can be edited). If work options are set to have Work integrate with an outside financial accounting system, the account # field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching an account # to a grayed out field. This is not a required field. |
Proj No-Acct Field |
The Proj No - Acct is automatically populated in the Work Orders Resources grid when the material is selected as a resource (from here it can be edited). If work options are set to have Work integrate with an outside financial accounting system, the Proj No - Acct field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching a Proj No - Acct to a grayed out field. This is not a required field. |
Warehouse Field Note: This field is only editable if you have EDEN Parts Integration. |
This field is used in conjunction with EDEN Parts Integration. It allows you to specify a default warehouse for the material. |