Order Info Tab

Field Name

Special Function(s)

Material Code

Links the part to a Work Flow Setup > Materials record. Click on the field name or press F9 within the field for a list of active materials. Press F5 to populate it with the Part ID.

Note: For use on Work Orders, the number of units used must be listed in the Work Order Resource record.

Note: The unit cost listed for the part in Parts Inventory overrides the default unit cost listed in the Work Flow Setup > Materials module.

Fluid Code

Links the part to a Work Flow Setup > Fluids record. Click on the field name or press F9 within the field for a list of active fluids. Press F5 to populate it with the Part ID.

Note: For use on Work Orders, the number of units used must be listed in the Work Order Resource record.

Note: The unit cost listed for the part in Parts Inventory overrides the default unit cost listed in the Work Flow Setup > Fluids module.

UOM *

Specify the unit of measure used for the part (feet, miles, tons, etc.).

Cost Method *

Specifies the cost method used in accounting.

• FIFO - This method uses the cost data from the oldest dated purchase order to apply material costs to related work orders. Once all the parts from this purchase order are retired, the group of parts from the next oldest purchase order are used. Any changes in the unit cost of the part will be documented on any new work orders.
• LIFO - This method works the opposite as the FIFO method. Instead of using the parts from the oldest purchase order, LIFO uses parts from the newest purchase order. Once all the parts from this purchase order are retired, the group of parts from the next most recent purchase order are used. Any changes in the unit cost of the part will be documented on any new work orders.
• Average Costing - This method will use a weight average unit cost based on purchase order history. As new purchase orders are issued, the average cost is recalculated to reflect the new pricing structure.
• Fixed Cost - This method will use the cost specified in the Fixed Cost field.

Reorder Point

Specifies the number or parts that must be remaining in stock before the part is reordered (i.e. how low should the inventory level get before reordering).

Note: If there is more than one location listed in the Inventory grid and each location has a reorder point, the reorder points are totaled and the field is updated.

Note: The PM Service automatically sends out hard-coded parts reorder messages when the inventory amount falls below the reorder point. The recipients for this email are setup here.

Barcode

Enter the barcode for the part. This can be used to:

• Selected materials for work orders based on Barcode
• Use the Warehouse Operations bar coding device. During the import items scanned using the bar code device will be validated against this field.

Start Date

End Date

These two date fields control when the part is usable. If a work order attempts to disperse a part and the work order resource date falls outside of this range the part will not be dispersed. If the End Date is not set it will only disperse parts after the Start Date.

Note: The Use Part Open Inventory Date Range Parts Integration Work Option must be enabled for this to work.

Consumable

Indicates that the part is used up when it is issued to an employee and can't be returned to the inventory.

AutoNumber

The system-defined ID for the part.

Qty On Hand

Automatically populated with the total number of parts available in inventory.

Qty On Order

Automatically populated with the number of parts on order. This is based on the number of parts (part units) specified on the purchase order.

Average Cost

Displays the average cost of the parts. This is only displayed if the Average Cost Method is selected.

Add To Inventory

Provides a pop-up dialog for users to record adding new parts to the inventory.