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Parts

Parts

Parts : View Parts


   
Fig. 3A 
                                                         Fig. 3B

To search and view parts, click the Parts button (Fig. 3A). This will take you to the Parts Menu navigation page (Fig. 3B). Next, click View Parts to take you to a search form so you can enter an ID or Description to find your parts (Fig. 3C).

   
Fig. 3C
                                                                    Fig. 3D

There are two ways to search for parts. Clicking the ID button will search from the ID field and clicking Description will search from the Description field (Fig. 3C). Searching by ID or Description can get the exact Part or a list of parts depending on how specific your search criteria is. If you're looking for a specific Part and know the full ID or Description, you can type the full ID or Description in the search field and if it's in the system, the Part will display in the list box (Fig. 3D). If you are looking for a list of all parts that begin with "Part" in its description, you type in "Part" and anything that begins with "Part" will be displayed in the list box. Part_01, Part_02, Part_03, etc. will be shown.

Once you identify what option you want to search by, enter it into the text box and click Find. For users with barcode scanners, select search by ID, scan the part barcode and click Find. If a part exists, the item(s) will appear in a list box (Fig. 3D, 3E) otherwise a 'Your search found no records' will display. Select the part in the list box and click Go To for a details view of the part (Fig. 3F).

   
Fig. 3E
                                                                     Fig. 3F

In the Details page, there are three buttons: Find, Issue and Menu. Find will take you back to search for other parts. Issue will take you to a Parts Charges form to issue the part to a work order. Issue will be discussed in further detail in the Issue Parts section. Menu will take you back to the Parts Menu.


Parts : Issue Parts


To issue parts, click the Parts button (Fig. 3A). This will take you to the Parts Menu navigation page (Fig. 3B). Next, click Issue Parts to take you to the Parts Charge form so you can enter required information to Issue your parts (Fig. 3G). Another option to Issue Parts is by clicking the Issue button from the Parts Details page (Fig. 3F).

   
Fig. 3G                                                                     Fig. 3
H

The Parts Charges form consists of Work Order Number, Item Number, Quantity, Account Number, Contact ID/Hours, and Comment (Fig. 3G). It also has two buttons, Process and Return to Menu. The Contact ID is automatically filled in for you and uses your log in name. If the Parts Charges was opened from the Parts Details page (Fig. 3F), the Item No will also be filled in along with the Contact ID (Fig. 3H). After all the data is filled in or scanned via barcode scanner, click the Process button to proceed.

   
Fig. 3I                                                            
        Fig. 3J

If the Part and WO exists, a verification form will be present with the Part's information filled in along with a few check boxes and buttons (Fig. 3I). The check boxes include: 'Tag Part for Barcode Label', 'Adjust the onhand qty?' and 'Update Asset/Parts list. Once you have all things verified and ready to charge the part, click the Post button. A summary page will display the Work Order #, "Last transaction saved!", four buttons and Summary of Charges To-date (Fig. 3J). The first button will take you to details page of the Work Order where you can Find, Close, and Charge to the WO. The +Parts and +Labor buttons will take you back to the Parts Charge and Labor Charges, respectively, with the WO No. and Contact ID filled in. The +Issues button will take you to the Parts Charges form with only Contact ID filled in.


Parts : Return Parts


To return parts, click the Parts button (Fig. 3A). This will take you to the Parts Menu navigation page (Fig. 3B). Next, click Return Parts to take you to Return Parts form (Fig. 3K).

   
Fig. 3K
                                                                    Fig. 3L

The Return Parts form has three fields: Work Order number, Part number, and Employee number (Fig. 3K). Once you've entered the appropriate fields and click Continue, a new details page will appear. This page contains the Work Order and Part information such as, WO #, Part #, Part description, on hand quantity, Return quantity input field and the quantity that is in the work order (Fig. 3L). After you enter a Return Qty, you click Return parts and the quantity will be returned accordingly and the WO charges will be updated and then you will be redirected back to the Return Parts form (Fig. 3K).


Parts : Parts Adjustments


To do parts adjustments, click the Parts button (Fig. 3A). This will take you to the Parts Menu navigation page (Fig. 3B). Next, click Parts Adjustments to take you to Parts Adjustments form (Fig. 3M).

   
Fig. 3M      
                                                               Fig. 3N

Parts Adjustments form has two fields, Part number and Employee number, and two buttons, Continue and Parts Menu. Entering the Part # and Employee # then clicking the Continue button will take you to Adjust Inventory page. This detailed Parts page displays the information of the Part, such as Part #, Part description, on hand quantity, New quantity input field, and Adjust quantity(+/-) and Replace Onhand quantity radio buttons (Fig. 3N). The New Qty input field can be entered as (+)added or (-)subtracted value and depends on which radio button you select. The Adjust Qty(+/-) selection will add to or subtract from the Onhand Qty. If the Replace Onhand Qty is your selection, whatever value you put in the New Qty field, that will be your new Onhand Qty. When the Save button is clicked, the part will be adjusted accordingly and you will be redirected to back to the Parts Adjustments form to input the same part or a different part for adjustment (Fig. 3O).


Fig. 3O