Parts

The Parts screen enables you to post a part across multiple work orders simultaneously. The application posts the quantity specified to each item selected, which makes it easy, for example, to indicate that two bearings were issued to each item that was worked on.

Note: Use the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen to manage campaigns and other major work that must be performed separately across a large number of equipment units.

The Parts screen has one tab, Basic Info.

Detail View

Parts to be posted to each of the selected items

Parent work order ID

Identifier of the multiple equipment work order currently selected in the grid or that you are inserting (opening). This field is required.

The work order ID is composed of three parts:

Location identifier of the shop to which the work order is assigned. Defaults to the location ID in the user's Session location ID field on the Basic Info tab of the System Management -> Setup -> Access Rights -> Users screen. This field has a list box of locations that the user has access to as defined on the System Mgmt -> Setup -> Access Rights -> Rights Templates -> Location Access Template screen. The location must support work orders.

If there is a check in the Require match between work order location and equipment access rights location field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen, it must be the equipment IDs access rights location ID specified on the Locations tab of the Data -> Equipment Units -> Fleet Equipment screen.
Calendar year in which the work order was opened.
Sequential number in the range from 1 to 9999999. This field has a list box.

When you insert (open) a new parent work order, you can assign a work order ID manually or you can let the application assign the work order ID for you. To have the application assign the work order ID, type the location ID where the work order will be filled. The current year fills in automatically and the next sequential number available at that shop is assigned. To change the number, type another number over it.

Task ID

Identifier of the task. This field has a list box, with tasks from the multi-unit work order listed first. The task ID must consist of valid bar code characters only. You cannot post indirect tasks to a work order. Required.

If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.

Note: The task may not be defined as a PM TASK.

Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.

Work accomplished code

Code associated with the task ID for the work accomplished. It provides more detail about the work performed in relation to the task. This field has a list box. Optional.

Date

Date (in MMDDYYYY format) that the part was posted to the work order. Defaults to the current date, but you can change it. Must be later than the date that the multiple equipment work order was opened and later than the date and time in for the selected work order.

Tip: If labor, parts, or commercial charges are posted to a work order in WORK FINISHED status, the posting date defaults to the date the work was finished. If labor, parts, or commercial charges are posted to a work order in OPEN status, the posting date defaults to the current date.

Issuing location ID

Identifier of the parts location from which the parts will be issued. This field has a list box. This field is optional.

Part ID

Identifier of the part. This field has a list box, restricted by the issuing location. The part description displays to the right of the ID. Required if part is from inventory; otherwise, optional.

Note: If parts tracking is activated, you cannot issue a part with a status of CORE AWAITING REBUILD, CORE AWAITING WARRANTY, or SCRAPPED.

Part suffix

Number associated with the part ID, which distinguishes it from other parts with the same part ID. This field is required.

Note: If you specify a part ID and there is a check in the Not from inventory field on the Data -> Parts Activity -> Direct Issues screen, the part suffix defaults to 0.

Warranty vendor

Identifier of the part's warranty vendor. This field has a list box. Required if the part has a core (and is not marked as "not from inventory") or is warrantable; otherwise, optional.

Parts are classified on the Data -> Parts Items -> Setup -> Part Classifications screen.

Quantity issued

Part quantity issued. Must be greater than zero. If the part is serialized, the quantity must be 1. Also, the quantity issued multiplied by the number of selected items cannot be greater than the quantity on hand unless the issuing location allows issues from stock with insufficient inventory (specified on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen).

If there is a check in the Allow issues from stock with insufficient inventory field of the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, you may issue parts to work orders even if the receipt has not been recorded yet. You may not issue insufficient inventory for parts that are tracked by LIFO or FIFO, however.
If there is a check in the Message when inventory of a STOCKED part drops below its reorder point field on the Messaging tab of the Data -> Parts Items -> Setup -> Options screen, a message displays if issuing this quantity would drop the current stock level below the part’s reorder point.

The tabs on the following screens specify the reorder point, dependent on the value in the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen:

CENTRALLY: EOQ tab on the Data -> Parts Items -> Primary Information screen
BY LOCATION: EOQ tab on the Data -> Parts Items -> Location Information screen
BY ENTERPRISE: Replenishment tab on the Data -> Parts Items -> Location Information screen

Unit price

Price per issue unit of the part (including sales tax, if any). This field supports up to four decimal places.

For parts issued from inventory, the price is based on the value in the Inventory pricing method field on the General tab of the Data -> Parts Items -> Setup -> Options screen:

Average inventory method
FIFO inventory method
LIFO inventory method

If the part was not issued from inventory and there is a check in the Default unit price on not from inventory part issues field on the Issues tab of the Data -> Parts Items -> Setup -> Options screen, this field populates automatically if you enter a location ID, part ID, suffix, and quantity.

If the part was not issued from inventory and is not identified as Part is being removed only -- no installation of replacement part (specified on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen), the unit price must be greater than zero.

Note: If the part was not issued from inventory, the application may have added a parts markup amount to the price. The amount you enter in this field to return a non-inventory part should be the same as the unit price entered on the issue, not the amount shown on the work order for the part. See the Task ID field.

Not from inventory

If this field has a check, the part is not from inventory.

Account ID

Identifier of the general accounting system account associated with the part. This field has a list box. The Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether this information is required, optional, or not required.

If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display.

Financial project code

Financial Project Codes can be used to better track fine-grained accounting costs and/or the projects and initiatives used by the organization.

Fail/cause ID

Identifier of the cause of the parts failure. Must consist of valid bar code characters. Maximum field length is 10 characters. This field has a list box. Optional.

Bin ID

Identifier of the bin where the part is stored. This field has a list box. Optional.

Invoice date

Invoice date on part issues. Must be a valid date if entered; may be a future date. This field is optional.

Core credit

A check displays in this field if there is a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen.

Core unit value

Cost of the core part. If applicable, this field automatically displays the value from the Basic Info tab of the Data -> Purchasing -> Vendor/Part Information screen.

Quantity on hand

Part quantity on hand. This field is display only.

Comment to apply to selected rows

Text-only field for comments that apply to the work orders specified in the screen group.

Select all

If this field has a check, the part is posted to all the work orders in the screen group.

Basic Info Screen Group Data Table

Select

If this field has a check, the part is posted to the work order in this row.

Equipment ID

Identifier of the equipment unit. This field is display only.

Work order ID

Identifier of the child work order. This field is display only.

Comments

Text-only field for comments about the work order. Optional.

Quantity issued override

Use this field to specify the actual quantity to issue per asset on a multi-asset work order. This value will override a value specified in the quantity issued field above allowing you to define line-by-line how many parts to issue.

Position ID

Identifier of the position of the equipment unit. This field has a list box. Required if there is a check in the Requires positional information field on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen. Otherwise, optional.

Installed serial number

Serial number of the installed part. This field has a list box. Required if the part is serialized. Must be blank for returns and for parts identified as Part is being removed only -- no installation of replacement part on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen. Otherwise, optional.

Note: If the installed serial number has a receipt date and a rebuild date, the list displays "SN Receipt date: MM/DD/YYYY Rebuild date: MM/DD/YYYY." If either or both dates are null or blank, the list displays "SN Rebuild date: N/A Receipt date: N/A," as applicable. Knowing how long you have had parts can help you decide which one to install.

Removed serial number

Serial number of the part that was removed. This field has a list box. Required if the part is serialized and a return or identified as Part is being removed only -- no installation of replacement part on the Data -> Shop Activity -> Setup -> Work Accomplished Codes screen. Otherwise, optional.

Purchase order ID

Identifier of the purchase order. This field has a list box. This field is optional.

Date received

Date (in MMDDYYYY format) that the part was received. Required if the Warranty start field on the Basic Info tab of the Data -> Purchasing -> Vendor/Part Information screen indicates UPON DELIVERY. Otherwise, optional.

Service request ID

Identifier of the service request assigned to the work order. This field has a list box. This field is optional.

Linear multi-asset work order support:

The following columns are the parameters that provide support for multi-asset work orders. These values are defined in the database.

From marker ID
From segment ID
To marker ID
To segment ID
To offset