The main panel of the detail view allows you to view and edit the identity of the item. The entries available will vary by the entity type being edited. If an error is detected, the entry area for that field will be highlighted in red. If you move your mouse over the highlight, and an error message or hint will be displayed. In the example below, the code for every material must be unique, and the code M1 has already been assigned to another material.
The other sections of the main panel are described in full in Categories, and Attributes
Items shows the components that go together to make an entity. In the case of a formula, it is the raw materials. In the case of a design or job it is a collection of formulas.
You may attach various files to any entity. For instance materials may have MSDS documentation associated with them. Formulas may have colour specifications or mixing instructions. Designs may have images or PDF specifications for reference. Jobs may have job specific instructions
When an entity is no longer required on the system, e.g. a material will no longer be used; the entity may be made obsolete to keep it from being displayed in the main list view. The entity must not be referenced in any other active items. If a material is used in a formula, and you wish to make the material obsolete, there are two choices:
- Replace the material with another,
- Make the formula obsolete.
Jobs cannot be made obsolete. To remove a job, finish the job.
Notes allow you to attach sticky notes to entities. These are useful for recording the reason for a change to a formula, a query about the quality of a material etc.
To find which formulas a material is used in, or which designs a formula is used in.
Materials may be assigned to one or more suppliers. This enables filtering materials by their.
Designs and Jobs may be assigned to one or more customers. This enables filtering designs and jobs by customer.
A design or job may be associated with a substrate. If a cost is associated with the substrate, this will be used when producing the job costing report based on the run length of the job.
A design or job may be associated with a machine. If the machine has been assigned a starter weight, this weight will be added to the total ink estimation for each screen in the job.
Formulas have two actions that other entities do not have.
The formula sheet allows you to specify a dispense weight and see the actual quantities of materials required to produce that formula. This is useful when making up formulas in a lab environment or for backups.
The returns action displays a list of all returns matching the current formula. This can be used to gauge what the current returns status is for any given formula.
Jobs have more actions associated with them to handle all of the accounting tasks required.
The design action links a job back to its originating design.
Displays a dispense history and issues associated with this job.
Mark this job as released at the current date. Once release the job will become available on CPC for dispensing.
Book ad hoc materials, formulas and returns to be booked against this job code without having to dispense them.
Display a report detailing all costed items booked against this job.