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Learn More - Associating Parts Inventory to Assets

Asset Related Parts
Overview


This feature gives you the ability to associate parts from your Parts File with your Asset record and manage the list of the related parts.

Once established, the list of Related Parts for an asset is then easy to incorporate into the work order charges section for any work order that is associated with an asset using the 'Quick Parts' option on the charges section of the work order.

Adding a Related Part


Click the Add link on the Related Parts section. Click the 'folder' icon to the right of the Item field to access your parts list. Filter the list to locate the desired part and click Select to the left of the item on the list. The Related Parts screen will display with the part item. Enter the appropriate quantity for the part that will be used.

Click Save New Record at the top of the form to save changes. Click the Go Back link to return to the Asset record. Continue to add records to this section as needed.

Editing an Existing Related Part


From the Related Parts Listing Section, click the GoTo link to the left of the Related Part you wish to edit. The Part Information will display. Click the Edit link at the top or bottom left of the procedures form to enter edit mode and make your changes.

When you are finished editing the Related Part, you have the option to Save Changes or Cancel Changes at the top and bottom left of the window. You can click Go Back at the top right of the window to return to the Asset detail and the Related Parts Listing section.

Deleting an Existing Related Part


From the Related Part Listing Section, click the GoTo link to the left of the Related Part you wish to delete. The Related Part Detail view will display with the option to click the Delete link at the top or bottom left. Clicking this link will mark the record for deletion. This will be noted at the top right of the window with a red “Marked For Deletion” message and the Delete link will turn into an Undelete link. Once you have marked your record for deletion you can click Go Back at the top right of the window to return to the Asset detail and the Related Parts Listing section.

To undelete a record that is marked for deletion, enter the Related Part detail form by clicking the GoTo link and click the Undelete link at the top left of the window.

NOTE: To fully delete the Related Part record(s) from your system go to the Administrations section of Navigation tab and click Remove Deleted Records. Then click on the trashcan icon next to 'Asset Parts Cross Reference' to delete all Related Parts that are marked for deletion.