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Item Navigator

The form opens through the path Home > Items > Item Navigator and allows viewing all the main information linked to items/customers necessary for quickly retrieving information and monitoring the situation without the need to enter each individual form.

The window is very similar to the item entry/view window, with the difference that there is only the possibility to view the data and not modify it. It consists of a first filtering section, where you can enter the item you want to analyze, and/or the customer you want to examine, or you can also specify the batch and/or the variant.

Once the filtering section is completed, clicking the Search button located in the ribbon bar of the form will display the requested results in the results grid.

For each item, you will see the information divided through the following tabs:

  • Items: in this tab, the demographic characteristics of the item are displayed.
  • Availability: in this tab, the availability of that item on the date you decide to set is briefly displayed, whether summary or not, and for which sections (work account, warehouse, purchases, sales, planned and released production); the results will be displayed in the two underlying grids according to the same logic explained in the article related to the Availability Analysis.
  • Alternative: in this tab, alternative items to the one in question will be displayed. These items are materials that have been determined can be used in case the main item is not available at that moment;
  • Cost Registry: in this tab, the standard cost, average cost, last cost, and selling price of the item are displayed, along with the related loading/unloading documents in which the item in question has been used.
  • Purchases: in this tab, if the item in question is a purchased item, all purchase documents issued for that item will be displayed. You can choose to filter based on a particular supplier, or from/to the order entry date, from/to the purchase order number, from/to the order delivery date; you can also decide to display all purchase documents related to the item or filter them by some proposed types such as: Supplier Orders, Goods Receipt, Purchase DN, Purchase Invoices, or Purchase Requests.
  • Sales: in this tab, if the item in question is a sales item, all sales documents issued for that item will be displayed. You can choose to filter from/to customer order number, from/to the entry date, or from/to the order delivery date. You can also decide to display all sales documents related to the item or filter them by some of the proposed categories such as: Customer Orders, Picking, Sales DN, Sales Invoices, and Loading Plans.
  • Commercial Terms: in this tab, we find details regarding the associated price list, discounts applied on the item, and other commercial information;
  • Price lists linked with the customer.: in this tab, all price lists connected to the customer for whom the search is being conducted and that has been set in the filter area will be displayed;
  • Production: in this tab, if the item in question is a production item, all production documents related to that item will be displayed. You can choose to filter based on the customer, from/to customer order number, from/to the entry date, or from/to the order delivery date. You can also decide to display all production documents related to the item or filter them by some of the proposed categories such as: Planned Orders, Production Orders, Work Account Orders, and Production Jobs.
  • Description in language: in this tab, we find: in the first grid the item and its variants with the related main information; in the second grid, the translation in other working languages of the item and its second description;
  • Notes: in this tab, the notes related to the item, previously entered in the tab present in the Item Registry, are reported; 
  • Due register: in this tab, it is possible to verify the payment status of customers. The filter for the customer is mandatory, but to obtain a more specific and restricted result, you can also decide to filter by other fields. Once the filters are filled out, clicking the 'Search' button in the ribbon bar of the form will display in the first results grid present in this tab the list of the customer’s items; by positioning on the row of a specific item, in the second results grid present in the form, you can view the details related to the payment of that item (if closed or partially open). Thanks to this tab, you will have a summarized view of the various items of the customer with related payments. A more detailed explanation of the item status and customer due dates can be found in the related article.
  • Credit Situation: also related to the customer, any credit extended to that customer and its status can be viewed;
  • Supplier Price Lists: in this tab, if it is a purchased item, all supplier price lists connected to the item are found;
  • Sales Price Lists: in this tab, if it is a sales item, all sales price lists connected to the item are found;
  • Sales discount category: the discount categories related to sales along with their validity dates are displayed;
  • Purchase discount category: the discount categories related to purchases along with their validity dates are displayed.

For everything that is not detailed in this document about the common functioning of the forms, refer to the following link Common functions, buttons, and fields.