Notes |
The Notes tab for parts primary information enables you to create new notes and view existing notes about a part. If there are notes associated with the part, this tab displays in the alert color specified on Preferences -> Color Setup.
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 Data -> 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 Data
-> 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 Data -> 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.
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 Add New Part Wizard for more information.
Detail View
The bottom section of this tab provides free-form text fields in which you can enter new and view existing notes. Each note includes the user ID of the individual who saved the note and the creation date and time.
Key points regarding notes entered on this screen:
Once a note is saved, it cannot be edited.
If one part is merged into another part, the notes from the merged part are added to the notes of the destination part including creation date/time and user ID.
If a part is renumbered, all existing notes are retained under the new part name.
If a part is deleted, all child note records are deleted.