Material Search Fields

The following fields appear in the Material Search Fields panel:

  • Visible Fields: Select the fields that will be visible in the search results after tapping Search.
  • Sort Field: Select which field to sort the search results by.
  • Sort by Descending: Select the check box to sort the results in descending order according to the desired field.
  • Material Uid: Enter the material UID.
  • Description: Enter a description of the material.
  • Part Number: Enter the part number of the material.
  • Manufacturer: Enter a manufacturer for the material.
  • Model: Enter the model, if applicable to the material.
  • Unit Cost: Enter the unit cost or use the numeric search icon to define the search criteria. See Search Within a Numeric Range for more information.
  • Detail: Enter details about the material.
  • Is Active: Select Yes or No to indicate if the material is active.
  • Category: Select the category of the material. This is populated in Designer under Preferences > Custom Codes > AMATCAT. See Storeroom Codes for more information.
  • Primary Supplier: Select the primary supplier(s).
  • Cost Type: Select the cost type(s) for the material.
  • Unit of Measure: Select the unit of measure. This is populated in Designer under Preferences > Custom Codes > UNITMEAS. See Storeroom Codes for more information.
  • Classification: Select A, B, or C to search for material based on its classification.
  • Expiration Date: Use the calendar icon to select between a range of dates or a specific time period for the expiration date. To populate the Expiration Date using the calendar icon, see Search Within a Numeric Range for more information.
  • Justification Required: Select Yes or No to indicate if justification was required.
  • Allow Splitting: Select Yes or No to indicate if the material can be split.

The following fields appear in the Storeroom Stock panel:

NOTE: Many fields in the Storeroom Stock section can be defined using the numeric search icon. See Search Within a Numeric Range for more information.

  • Storeroom: Select the storeroom(s). This is a required field when Calculate EOQ is selected in the Economic Order Quantity section.
  • Bin Location: Enter the bin location.
  • 2nd Bin Location: Enter the secondary bin location, if applicable.
  • Stock on Hand: Enter the stock on hand or use the numeric search icon to define the search criteria.
  • Minimum Quantity: Enter the minimum quantity or use the numeric search icon to define the search criteria. You can track minimum quantity in a query and add it to your Dashboard. See Add a Query for more information.
  • Maximum Quantity: Enter the maximum quantity or use the numeric search icon to define the search criteria.
  • Audit Interval: Enter the interval or use the numeric search icon to define the search criteria. (This is the Cycle Interval field under Config > Storeroom Materials > Material Details.)
  • Next Audit: Use the calendar icon to select between a range of dates or a specific time-period for the next audit. To populate the Next Audit using the calendar icon, see Search Within a Numeric Range for more information.
  • Audit Interval Unit: Select Day, Week, Month, or Year. (This is the Cycle Unit field under Config > Storeroom Materials > Material Details.)
  • Comments: Enter any comments regarding the material.
  • Has Open Requisition: Select Yes or No to indicate if the material has an open requisition.

The following fields appear in the Economic Order Quantity panel:

  • Calculate EOQ: Select this check box to enable an EOQ search of materials and enable the other two search fields. The EOQ will be calculated using this formula: √ (2 * Annual Demand * Setup Cost / (Material Unit Cost * Carrying Cost)). The Annual Demand is based on the quantity used in the last year.
  • Setup Cost ($): This is the standard cost for an organization to bring in material and set it up in their system. These costs include purchase cost, production cost, ordering cost, etc. See EOQ for more information on how to determine what the setup cost is for your organization.
  • Carrying Cost (%): This is how much the inventory costs the organization to have on their books from month to month and has an industry standard of 20%. This is also known as the holding cost. See EOQ for more information on how to determine what the carrying cost is for your organization.

NOTE: Once Calculate EOQ is selected, the Annual Quantity, EOQ, Reorder, and Reorder Point fields can be added to the Visible Fields and Sort Fields lists. See Configure Visible Fields for more information. The Reorder and Reorder Point are calculated based on the values set for the Setup Cost ($) and Carrying Cost (%) fields, as well as the annual demand and material unit cost.