Create a New Part

1. Navigate to one of the locations listed above.

2. Tap Action in the section header.

   The Action menu opens.

3. Select Create Part.

4. Complete the fields that appear on the page.

   • Required fields have a thick blue border.

   • If a field label has a magnifying glass next to it, tap the field name to open a list of acceptable values.

   • If you are on a mobile device and a barcode is available to scan, you can use the Scan button to initiate a scan for Part ID.

5. Tap Save.

Fields and field names are often tailored by your organization during configuration. Contact your System Administrator for further information about the fields on this page.

The following fields appear on the New Part page:

• Part ID: This is a unique identifier for the part. If your organization is configured to auto-generate Part IDs, the Part ID field will not be editable.

• Internal #: If configured, this field value displays in Part Lookups and Type-Ahead Lists instead of the Part ID.

• Name: The value of this field does not need to be unique, but it is the field most often used to identify the part in lookups. As such, brief identifying information is very valuable in the Part Name field.

• Active?: Select Yes if this part is in active use. Active parts appear in the Part lookup.

• Direct Issue?: Select Yes if this part is ordered direct issue. This flag allows users to quickly filter to Direct Issue parts in the Part lookup.

• Cost fields: The Cost fields are applied to parts placed on a work order. If the part is ordered direct issue, the costs are retrieved directly from this part record. If the part is selected from a Stock Room, the costs are retrieved from the appropriate Part Stock Room record.

• Apply to all Stock Rooms?: This setting determines whether or not the cost rule and costs for this part record should be applied as a default for any Stock Room records created for the part.