| Overview/Editing |
The General Page contains the following sections:
To modify any of the general fields, click the Edit toolbar button.
This will place the fields in an edit mode and allow the user to set field values.
To cancel the editing mode, click the Cancel toolbar button.
To apply any field value changes, click the Save Settings toolbar button.
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Part Number |
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Part Numbers represent the key field by which all item information is tracked.
Each item will have a unique part number.
Part numbers can be manually assigned by typing directly into the Part Number field, or automatically generated by the system.
When using the automatic part number generator, Desktop will read the Part Number settings assigned in the Omnify Administrator.
Using the Administrator, you can define the format in terms of:
- Part Number Sections
- Character width of each section
- Which section of the part number to increment
- Section separation character
- "Start at 1" or "Start from last part number" option
When defining multiple part number "sections", you can force Desktop to use a
specific prefix (first section) based on the item Category settings (e.g.
Resistors start with "06-", Capacitors start with "07-").
To use the Automatic Part Number Generator, first select an item Type and/or Category.
To retrieve the next part number you can click the Get Next Part Number icon.
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Description |
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The Description is an open text field that allows you to describe the item using your own definition.
The Description can be up to 256 characters.
You can define case and illegal character limitations in the Omnify Administrator.
To define the Description field you can:
- Type directly into the Description field
- Automatically assign from field values using the Description Builder
Omnify Desktop provides a Description Wizard feature that allows you to define a default Description field value for Items.
The Description Wizard can be used when creating or updating new items using the New Object Wizard or Item form.
The description can consist of text and data fields.
Data fields are enclosed by square brackets ([Field Name]).
Data fields will be automatically replaced by their values.
For example: the Description Wizard settings specify the following: Capacitors, [Value], [Package].
In this example, the Description Wizard will replace [Value] and [Package] with the assigned values if the Value and Package attributes.
The Item attributes are set to:
When the user assigns the Description field using the Description Wizard:
The system automatically replaces the values for [Value] and [Package] with the assigned attribute values.
Description Wizard settings are assigned at the Item Type and Category levels.
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Type and Category |
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Each item in the database can be classified by both an Item Type and Item Category.
This relationship is a hierarchical relationship, since item categories can appear as children of item types.
Type and Category options/names and their relationship are defined in the Administrator.
You can use any strategy when defining these groups.
The following provides some examples of names and relationships:
- Mechanical Parts (Type)
- Brackets (Category)
- Screws/Bolts (Category)
- Wires/Cables (Category)
- Etc. (Category)
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- Electrical Parts (Type)
- Capacitors (Category)
- Processors (Category)
- Resistors (Category)
- Etc. (Category)
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- Assembly (Type)
- Electrical BOMs (Category)
- Mechanical BOMs (Category)
- Sub Assembly (Category)
- Etc. (Category)
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- Software (Type)
- Drivers (Category)
- Firmware (Category)
- System Software (Category)
- Etc. (Category)
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Selecting a Type from the drop list will automatically filter the Category list to just the categories defined as children of the selected Type.
Selecting a Category first will automatically fill in the Type (if a parent Type is defined).
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The Status field indicates your current life-cycle status code for the item.
The status fields/options are defined using the Omnify Administrator.
An initial status can be set for any new part request in the Administrator.
To edit the status field, select a Status field from the drop list.
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The Revision field will display the revision of the item that you are currently viewing.
It will also display the effective dates of that revision.
The Item Banner contains a drop list that displays the current and all prior revisions.
Changing the selection in this list will automatically update the data pages with the data from that revision.
You can edit the revision field directly by typing a new revision
You can also use the Get Next Revision button to retrieve the next logical revision label.
You can also provide effective from and effective to dates for the revision.
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Item Images |
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Images can be assigned to items.
Images can be any supported web browser format (.jpg, .gif, .png, .bmp, etc.).
Image fields should represent a URL that can be read by the browser.
Images will be displayed on the General tab and as thumbnails in search results.
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Projects associations provide you with a way to link items and projects for
searching, classification, signoff workflows, and/or permission purposes.
You can define multiple projects for any item, and multiple items can appear under the same project.
Projects are associated to items on the General page of the Item form.
To add a project, select the desired project from the All Projects list and then click the Add > button.
To remove a project, select the desired project from the Assigned to Item list and then click the < Remove button.
Clicking the project name hyperlink will open the project.
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Business Units |
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Business Unit associations provide you with a way to link items and business units for searching, classification, signoff workflows, and/or permission purposes.
You can define multiple business units for any item, and multiple items can appear under the same business unit.
Business Units are associated to items on the General page of the Item form.
To add a Business Unit, select the desired Business Unit from the All Business Unit list and then click the Add > button.
To remove a Business Unit, select the desired Business Unit from the Assigned to Item list and then click the < Remove button.
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Substitute Parts |
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Substitute parts represent items that can be used to replace another part.
Substitute parts are assigned to the entire item and can be reported as a separate field in BOM exports.
Alternatively, you can assign "Alternate" parts on a per BOM basis.
Refer to the Bill of Material section for more information on using Alternate parts on BOMs.
Substitute parts are assigned to an item on the General Information page of the item master form.
To assign a Substitute part, click the Add button to select a substitute part from the Object Search dialog box.
Select one or more Item from the Object Search select dialog box.
Once the Substitute parts are specified and checked, click the OK button.
To remove a Substitute part, select the item and then click the Remove button.
Clicking the item hyperlink will open the item.
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