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 this field with the Part ID.

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 this field with the Part ID.

UOM *

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

Cost Method *

Specifies the accounting method used for this part.

• FIFO - Uses the cost data from the oldest dated purchase order to apply material costs to related work orders. Once all of 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 are documented on any new work orders.
• LIFO - Works the opposite of 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 are documented on any new work orders.
• Average Costing - Uses a weighted 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 - Uses 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 in each Warehouse's header data.

Barcode

Enter the bar code for the part. This data can be used to:

• Select materials for work orders based on bar codes.
• Use the Warehouse Operations module's bar-coding device. During the import, items scanned using the bar-coding device will be validated against this field.

Start Date

End Date

Control when the part can be used. If a user attempts to disperse a part using a work order, and the work order's Resource Date falls outside of this date range, the part cannot be dispersed. If the user does not set the End Date, the system will only allow parts to be dispersed after the Start Date.

Note: The Use Part Open Inventory Date Range option (available in the Parts Integration Work Options) must be enabled for this function to work.

Consumable

Indicates that the part is considered to be used up at the point it is issued to an employee; therefore, it cannot be returned to the inventory.

AutoNumber

Specifies the system-defined ID for the part.

Qty On Hand

Indicates the total number of parts available in inventory. This number is automatically populated by the system.

Qty On Order

Shows the number of parts currently on order. This number, which is based on the number of parts (part units) specified on the purchase order, is automatically populated by the system.

Average Cost

Displays the average cost of the parts. This value 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.