Parts
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“Parts” represent physical inputs into a maintenance or repair process.
Add a part
- Expand the “Configuration” menu on the sidebar navigation.
- Expand the “Lists” menu under “Configuration”.
- Select the “Parts” menu.
- Select “Add” to add a part.
- Populate the fields. Data fields with an asterisk (*) are required.
- Name*: Enter the part name.
- The system will not allow parts with duplicate names.
- Tracking Code: The tracking code for this part.
- Location: The location, area, and/or bin where this part is stored.
- Unit Cost: The cost per unit of the part.
- Minimum Quantity: The minimum quantity of this part to keep in inventory.
- Active Date: The date this part became available.
- Inactive Date: The date this part was no longer available.
- Description*: Enter a description of the part.
- Tags: The list of tags associated with this record.
- External Identifier: Enter the unique identifier that represents this record in an external system.
- Comments: Any comments you would like to store for this part.
- Name*: Enter the part name.
- Select “Save” upon completion.
Manage parts
- Locate the parts record.
- To the right of each record, under the Actions menu, you may:
- Edit the part or view the part details.
- Copy the part as a new part.
- Download the part definition for import into another database.
- Delete the part. You may delete parts only when they are not in use at a work record.
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