Basic Info |
The Basic Info tab for parts locations enables you to display and define basic information about the parts stocked at a location.
Tip: You can use the filter to restrict the information that displays to a specific part ID, part suffix, inventory location, keyword, short description, product category, or part classification, among others. If you specify a cross-reference part ID that cannot be found, the applicable part ID is searched for and displayed.
The Location Information screen supports location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Detail View Header
Data in the fields in the top section of this tab defines the data that displays.
Part ID
Identifier of the part currently selected in the grid. This field has
a zoom button
(to the Data -> Parts Items ->
Cross references
screen, which defines cross-references of part IDs) and a list box. The part description
displays to the right of the ID.
Note: You cannot delete a part from a location when a stock transfer is pending the record has part quantities to be reconciled, or the part has one or more open line items.
Tip: To delete a part from a location’s inventory, refer to how to delete a part from a location. To delete a part and all its data from inventory, refer to how to delete a part from inventory.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. The part suffix you enter must be valid for the value you enter in the Part ID field.
Note: Upon entry of a valid part ID and suffix, the Keyword, Short Description, Part Classification, and Product Category fields auto-populate with information from the Data -> Parts Items -> Primary Information screen.
Inventory location ID
Identifier of the location where the part inventory is stored. This field has a list box. The location name displays to the right of the ID. The location ID you enter must have a check in the Parts inventory field on the Functions tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Tip: You can delete a location of a part (leaving intact all other locations for the same part, as well as all part data such as purchase orders, part/equipment type entries, vendor part data, and parts cross-references data). To do this, the On hand quantity field on the Stock Status tab of the Data -> Parts Items -> Primary Information screen must be zero for the part.
Detail View
Data in the fields on the bottom section of this tab display information about the part at this location. Unless otherwise indicated, these fields are required.
Keyword
Short (15-character) entry that describes or generally categorizes the part, such as FILTER. This field is display only.
Date and time added
Date and time the part ID was inserted for this location. This field is display only.
Short description
Short description of the part, specific enough to identify it. This field is display only.
Product category ID
Identifier of the product category that applies to this part. The category description displays to the right of the ID. Display only.
Part classification ID
Identifier of the classification that applies to this part. The classification description displays to the right of the ID. Display only.
Unit of measure
Unit of measure for all transactions that involve this part other than orders. Such transactions include receipts, issues from and returns to inventory, inventory adjustments, and transfers between locations. This field has a list box. The unit of measure description displays to the right of the ID.
Note: The unit of measure may not be changed while the part is on order (i.e., quantity on order is greater than 0). One work-around is to receive all outstanding ordered parts, close the outstanding ordered line items short or set the order line items to pending, and then change the unit of measure and put the line item back on order.
Tip: If a part location record is added automatically by the Data -> Purchasing -> Quick Orders screen, the unit of measure is set to set to the default specified on the Data -> Purchasing -> Setup -> Options screen.
When you process an automatic adjustment to inventory counts from the Data-> Parts Activity -> Inventory Counts screen, close a work order from the Data -> Parts Repair -> Internal Rebuilds screen, or process the receipt of parts on the Data -> Parts Activity -> Receipts screen, the following fields update automatically.
Quantity on hand
Number of parts with the ID/suffix in the Part ID/Part suffix fields, which are on hand at the location in the Inventory location field. When you process an automatic adjustment to inventory counts from the Data -> Parts Activity -> Inventory Counts screen, close a work order from the Data -> Parts Repair -> Internal Rebuilds screen, or process the receipt of parts on the Data -> Parts Activity -> Receipts screen, this field updates automatically. Display only.
Note: When a work order is closed, rebuilt parts are automatically received into the default parts location. They are added to inventory at the average cost of rebuild. The current unit price and value on hand are updated as well. The rebuilt parts are then managed based on your organization’s policy.
Current unit price
Current price for the part, per issue unit, at the location in the Inventory location field. If the Inventory pricing method field on the General tab of the Data -> Parts Items -> Setup -> Options screen specifies AVERAGE, the value for this field is automatically recalculated whenever the quantity on hand changes. This recalculation minimizes the possibility of small amounts of money being left over in inventory for parts that have been fully issued (quantity on hand reaches zero). The system determines this price by dividing the value on hand by the quantity on hand. This field is display only.
Value on hand
Total value of the parts with the ID/suffix in the Part ID/Part suffix fields that are on hand at the location in the Inventory location field. This field is display only.
Quantity on order
Total quantity of the part on order for the specified location minus the total quantity on dueout across all purchase orders. This field is display only.
Note: The quantity on dueout displays in the Qty field on the Related Work Orders tab of the Data -> Enterprise Purchasing -> Purchase Orders screen.
Value on order
Total value of the parts with the ID/suffix in the Part ID/Part suffix fields that are on order at the location in the Inventory location field. This field is display only.
Bins Screen Group Data Table
The fields in the Bins screen group provide more information about bins. You can specify multiple bin IDs for a part location. If you store parts alongside linear tracks, you can use the Bins group to specify the segment, marker, and offset location of the stock.
Tip: To create a new bin record while issuing a part, enter a bin ID that does not exist at the location and select the New bin ID checkbox at the far right of the group row.
Delete
If this field has a check, the entire row is deleted when you click Save.
Bin ID
Identifier of the bin in which the part is stored at this location. When this item is available, you can use it to sort the inventory-taking lists. Required for parts with a status of STOCKED if there is a check in the Require bin location for parts at each stocking location field on the General tab of the Data -> Parts Items -> Setup -> Options screen. The Bins available in this list box are restricted to STOCK AREA bins only.
Description
Text description of the bin. This field is display only.
Primary
If this field has a check, this is the primary bin location. Primary bins are most commonly used for high-use parts or for very large parts that physically take up a lot of space.
Last count qty
Quantity at last count of bin contents. This field is display only.
Last count date
The date (in MMDDYYYY format) that the bin contents were last counted. This field is display only.
Comments
Text field in which you can type comments.
Marker ID
If you store parts alongside linear tracks, identifying code for the marker. This field has a list box. This field is optional. Marker IDs are defined on the Data -> Equipment Units -> Linear Assets -> Setup -> Markers screen.
Segment ID
If you store parts alongside linear tracks, identifying code for the segment. This field has a list box. This field is optional. Segment IDs are defined on the Data -> Equipment Units -> Linear Assets -> Setup -> Segments screen.
Offset
If you store parts alongside linear tracks, the offset associated with the segment. Must be numeric and may be a negative value. This field is optional.
New bin ID
If this field has a check, this is a new bin. To create a new bin record while issuing a part, enter a bin ID that does not yet exist at the location and select this checkbox. Required if you are entering a new bin.
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See Also