Open the Facilities window.

Facility

Use the Facility Location Card General Tab to record information about your facilities. Facilities may be either logical or physical, they are used to help you recognize "where" your equipment is located. When a Facility Card is created, many of the values in the new Facility record are defaults from the information provided on the Setup > Controls > Posting and Validity Tabs. The defaults for the Facility may be overridden by the user.

Facility General Tab

Code – The code assigned to this facility.

Name – Enter the name of the Facility as it should appear on work orders.

Address – Address for the Facility.

Address 2 – Address for the Facility.

City – The City in which the Facility is located.

State – The State in which the Facility is located.

Zip Code – The postal code for the Facility.

Country Code – The Country Code for the Facility.

Region – The Region for this Facility.

Parent Facility –In TAG, any Facility can be designated a Parent Facility. If this Facility is a Parent Facility, check this box.

Parent Facility Code – Use the list provided to select the Parent Facility for this Facility. Only those Facilities that are not specified as a Parent Facility will show in the list provided.

X Coordinate – Use this field to define X coordinate for this Facility.

Y Coordinate – Use this field to define Y coordinate for this Facility.

Temperature Measure – Select the default Temperature Measure of Fahrenheit or Celsius used for the Facility.

Facility Communications Tab

The Facility Card Communications tab should be used to record information regarding contact information at your facilities.

Phone No. – Primary telephone number for the contact.

Phone No. 2 – Secondary telephone number for the contact.

Fax No. – Fax number for the contact.

Telex No. – Telex number for the contact.

E-Mail – E-Mail for the contact.

Contact – Primary contact name for this Facility.

Facility Posting Tab

The purpose of the fields on this form is to provide you control over how data from a completed Work Order is used to populate specific Microsoft Dynamics™ NAV journals. The data fields above the "line" on this form allow you to define several variables. From left to right, the check box under the Post heading must be "checked" if you want TAG to populate the specific journal when posting a Work Order. Next is found the Microsoft Dynamics™ NAV Journal and Batch name you want to populate. On the far right of the form under the Auto Post heading, you may check the box indicating you want Microsoft Dynamics™ NAV to automatically post the journal when it is populated.

Below the "line" on the form you will find a way to define the Posting Code to be used with Other Related Requirements. If you choose to post OSP, Vendor, Other (above the "line" on the form) entries in Related Requirements, you must define the Posting Code (see Setup > Codes > Posting Codes) to be used.

Facility Validity Tab

Require Navision Items – Within TAG, there are two categories of inventory items; they are Consumables and Items. Items are Microsoft Dynamics™ NAV items and Consumables are inventory records that are housed in a separate table within TAG. Using this field, you may require a Consumable to exist in the Microsoft Dynamics™ NAV Item table before it can be created in the TAG table. This is accomplished by checking this check box. If you choose this option, you should set the Consumable number numbering sequence under Setup > Controls > No. Series Tab to manually assign numbers.

Navision Location – Use this drilldown field to select a Microsoft Dynamics™ NAV Location for the Facility. If you assign a Location to the Facility, when Items are accessed in TAG, only those Items found in the Location specified here will be shown.

Default Labor Rate – Use this field to define the Default Labor Rate for the Facility. If no cost is associated with a Personnel record, this rate is used.

Inventory Filters Item Category and Product Group – Use this fields to filters the Item and/or Consumable lists for the Facility. These values default from the Setup > Controls > Validity when the Facility Card is created but may be changed.

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