Fullscreen Image

Parts for Classification

The Parts section lists the parts commonly used on work orders for assets of this classification. All part records listed are automatically added to any newly created asset of this classification.

Associating parts with assets makes it easy to add the part to work orders as estimated parts, as an option to filter for parts associated with the Asset/Location is available from the Inventory module lookup.

ClosedField Descriptions

The following fields are displayed in the Parts List:

  • Name: Name of part as defined in the Inventory module.

  • Quantity: The quantity of the part that is typically required.

  • Comments: Additional comments related to the required part.

ClosedAdd a Part

  1. Click Add.

    The Inventory lookup opens, allowing you to select a part.

  2. Locate the item you want to add.

  3. Click the inventory item you want to add. 

    The Inventory Items window opens.

  4. Enter the estimated quantity in the Qtyfield.

  5. Enter any comments in the Comments field.

  6. Choose between two options:

    • Click Apply.

      The window closes. The Inventory lookup now lists the item in the My Selection(s) section.

    • Click Apply/Close.

      The classification record appears. Skip to step 9.

  7. Select additional inventory items to add to the classification.

    To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

  8. Click Apply.

    The classification re-opens with added items listed in the Parts panel.

  9. Click Save.

     

ClosedModify a Part

  1. Click the row for the part record you want to modify.

    The Parts dialog box opens.

  2. Make your changes.

  3. Click Save.

     

ClosedRemove a Part

  1. Select the check box to the left of the part you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Click Remove.

    The selected parts disappear from the page.

  3. Click Save.