Special Functions

Field Name

Special Function(s)

Material Code

The Material Code field allows you to link the material to the Work Order modules (Standard, Lite, Daily Work). You can use this field in one of two ways:

• To link this part to an existing Work Flow Setup Materials record, enter the matching Material ID code.
• Or, to create a new Work Flow Setup Materials record, enter a unique Material ID code that does not currently exist in Work Flow Setup. The system will automatically create a corresponding Materials record.

Additionally, 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.

You can edit the material code after it has been saved. A message will pop up giving you options to update the code.

• Click "Yes" and the original Material Code will be updated in the Work Flow Setup Material record, keeping the record active.
• Click "No" and the original Material Code will be deactivated and a new Material record will be added using the new code.

Note: Materials are available for selection in the Work Order Resources grid only if they are marked as Active.

Link Part to a Work Material or Fluid Record

Fluid Code

The Fluid Code field allows you to link the fluid to the Work Order modules (Standard, Lite, Daily Work). You can use this field in one of two ways:

• To link this part to an existing Work Flow Setup Fluids record, enter the matching Fluid ID code.
• Or, to create a new Work Flow Setup Fluids record, enter a unique Fluid ID code that does not currently exist in Work Flow Setup. The system will automatically create a corresponding Fluids record.

Additionally, 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.

You can edit the Fluid code after it has been saved. A message will pop up giving you options to update the code.

• Click "Yes" and the original Fluid Code will be updated in the Work Flow Setup Fluid record, keeping the record active.
• Click "No" and the original Fluid Code will be deactivated and a new Fluid record will be added using the new code.

Note: Fluids are available for selection in the Work Order Resources grid only if they are marked as Active.

UOM

The UOM field allows you to specify the unit of measure for the part (feet, miles, tons, etc.). This is a required field.

Cost Method

The Cost Method field allows you to specify the cost method used in accounting. For example, LIFO (Last in the First Out) and FIFO (First in First Out), Average Costing, and Fixed Cost are the available methods that the Work program will use to calculate the cost of materials for a work order. This is a required field.

• The FIFO 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.
• The LIFO method works just 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.
• The Average Costing 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.
• The Fixed Cost method will use the cost specified in the Fixed Cost field.

Reorder Point

The Reorder Point field allows you to specify the number of parts remaining in stock before the part is reordered (i.e. how low should the inventory level get before reordering).

Note: If you have more than one location (each with a reorder point) listed in the Inventory grid, the system will total the reorder points and update the amount in the Reorder Point field (i.e. the system will auto-populate the field with the new quantity if the field was empty, or if the new amount is greater than the existing amount).

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

Qty Order

The On Order field is automatically populated with the number of parts on order. This is based on the number of parts (part units) specified on the purchase order.

Qty On Hand

The On Hand field is automatically populated with the total number of parts available in inventory.

Average Cost

The Average Cost field is automatically populated with the Avg. Cost from the Parts History tab.

Barcode

This field allows you to add a barcode for use with the Warehouse Operations barcoding device. During the Field Transactions Import, items scanned using the barcode device will be validated against this field. For additional information, consult the Field Transactions Import help guide.