Part History Tab

The Part History grid documents when parts are added, returned to inventory from a work order (dispersed by mistake and then deleted), or understocked. Information in this grid is automatically populated and cannot be deleted. The cost per unit is the only field that can be edited. This provides a history of when parts were added and removed from the grid and also provides information about when sets of parts are used up.

A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

Double-click on an existing record to open it

Right-click on an existing record to get a menu with options to Adjust Cost Per Unit, or Change PO Number.

Adjust Cost Per Unit - Allows users to change the cost per unit field for a historical record.
Change PO Number - Allows users to change which PO the transaction was linked to.

Grid Columns

Inventoried Date

This column tracks the date the part was added to or removed from inventory (either from the Inventory tab, Transactions tab, or On Order tab).

Cost Per Unit

This column tracks the Per Item Cost when the part was added to inventory.

Note: This is the only column that can be edited by the user. It is updated using the Adjust Cost Per Unit right-click function.

Note: If the part is linked to the Work program (via the material or fluid code), the unit cost entered here in Parts Inventory will override the default unit cost in the resource's Work Flow Setup record. If the part is understocked, the last cost recorded is used until you receive more inventory.

Original Qty.

This column tracks the original quantity for each particular inventory transaction or order when it was added to inventory.

Current Qty.

This column tracks the current part quantity remaining from each order after individual parts transactions or dispersals occur. As parts are used the numbers in these fields will go down. When Transaction the parts are removed from will depend on the Cost Method selected on the Order Info Tab.

Note: If using the FIFO cost method on the Order Info tab, part quantities will be adjusted in the order in which they were received. If using the LIFO cost method, part quantities will be adjusted in the reverse order in which they were received. Thus, in the example above the parts Cost Method is set to LIFO. There were two transactions that added parts to the inventory. Now as parts have been removed there were removed from the last transaction that occurred instead of the first. This can be seen because the first transactions Original Quantity was 10 and its Current Quantity is 10. The later transactions Original Quantity was 30 but its Current Quantity is 20.

PO Number

This column tracks the Reference Number when the part was added to or removed from inventory.

Avg. Cost

This column calculates the average part cost as below:

Finds all records with a Current Quantity > 0.
Calculates Cost Per Unit x Current Quantity = Total Price for each of those records.
Finds the sum of all Total Price fields to find the Total:Total Price.
Finds the sum of all Current Quantity fields to find the Total:Current Quantity.
Calculates Total:Total Price/Total:Current Quantity = Average Cost.
Only updates the Avg. Cost field for the records where Current Quantity > 0.

Right-click in the grid and select Adjust Cost per Unit. The following warning will appear:
Click OK to continue. The following window will appear:
Enter the new cost per unit.
Enter the part's reference number.
Click .

Right-click on a record in the grid and select Change PO Number.
The following pop-up will appear:
Enter a New Reference number for a different PO.
Click OK.