Markups |
The Markups tab enables you to display and define information about the markups applied to the cost of parts. Markups can help recover indirect costs associated with the direct costs of providing parts to equipment units.
Tip: You can use the filter to restrict the information that displays to a specific part ID, part suffix, inventory month, keyword, stock status, product category, or part classification, among others. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a cross-reference part ID that cannot be found, the applicable part ID displays.
Detail View Header
The fields in the top section of this tab define the data that displays.
Part ID
Identifier of the part currently selected in the grid or that you are defining.
Note: If there is a check in the Enable automatic part numbering field on the Parts Items -> Setup -> Product Categories screen, the part ID is assigned automatically. Its characteristics, if any, are based on information entered in other fields on that screen.
The part ID may only consist of valid
bar code characters. This field has a zoom
button 
to the Parts
Items -> Cross-references
screen, which defines cross-references of part IDs. It also has a list box. The part description
displays to the right of the ID. This field is required.
The combination of this part ID and the part suffix must be unique for each part.
To delete a part and all its data from inventory, refer to how to delete a part from inventory.
To delete a part from a specific location, use the Basic Info tab on the Parts Items -> Location Information screen.
Note: You cannot delete a record that has part quantities to be reconciled.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID.
This identification applies only if the part ID is a valid part ID.
New part/location/inventory
If you are entering a new part, you can click the New part/location/inventory button to launch the Add New Part wizard. The wizard will walk you through specifying the required data for the Part Primary, Part Location, and Inventory Adjustment screens.
Note: The wizard must be activated before it will launch. Refer to the Add New Part Wizard for more information.
Detail View
Data in the fields on the bottom section of this tab display the information about the markups. Unless otherwise indicated, these fields are required.
Markup percentage
Markup percentage applied to the cost of the part on work orders. For an explanation of when this percentage is used, refer to Determining parts markup percentages.
If the value of the entire part-issue transaction is greater than the amount in the Markup cap field, the cap amount is used.
The format is xxx.x. For example, 13.4 specifies 13.4%.
No markup on this part
If this field has a check, markup is not applied to the cost of the part.
If this field is blank, a markup for the parts charge is determined. See Determining parts markup percentages.
Markup cap amount
Maximum amount that can be applied as a markup percentage to each parts charge posting (not to each individual part). If the calculated markup percentage exceeds the markup cap amount, the markup cap is used. Otherwise, the calculated markup percentage is used. See Determining parts markup percentages.