Create a Part

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Creating a PART:

 

Note: each Purchase Order (PO) displays parts info in the following order:

Desc, Model (+ “Part No.:), MFG Part No. (from Vendor detail on Parts / Cost tab)
 

a-Open Parts screen from: main menu Forms / Motorcycles (or Purchase Order) / Forms / Parts.
b-Input a new Part No.
i.The current naming convention without spaces is: Model (5 characters), Category (4 or 5 characters), - (dash),
Description (25 characters max);
Example for a Kawasaki BN125 brake lever: BN125BRAKE-LEVER
c-Input balance of info  in header area (mandatory fields are indicated in RED):
i.MFG No.: Informational only; does not appear on the PO.
ii.Desc: Informational and does appear on the PO.
iii.Avg. Cost: computed by the system based on history
iv.Est. Cost: Informational only; does not appear on the PO.
v.Cat LU: Category Lookup: Drop Down select from Categories that were setup in Parts Category master.
vi.Select UOM (Unit of Measure)
vii.Select “Active” checkbox. An inactive part is not available during PO creation.
viii.Select “Tax” if taxable
ix.Input Part Qty (= number of this particular part that are on a single motorcycle)
x.Input Min (minimum desired inventory qty level – triggers update to Need-to-Buy report)
xi.Input Max (maximum desired inventory quantity level):

 


 

d-While on Detail tab input inventory locations  (LOC) in left-hand window (Right hand window shows Part history):
i.Click on top row under LOC – EA and press the “Insert” key.
ii.Select the inventory LOC from the dropdown and input the minimum desired inventory level:

 


 

e-Go to the “Cost” tab.
i.Click on top row under Vendor and press the “Insert” key.
ii.Input a partial Vendor name for a shorter list and press “Get” - or - press “Get” without entering a partial name to return all vendors.
iii.Input the Vendor particulars for this part and click “OK”
Note that the Vendor’s MFG Part No and Cost are what get applied to a PO:

 


 
 

f-Stay on the “Cost” tab.
i.Click on top row under Model and press the “Insert” key.
ii.Select the MC Model from the dropdown and click on “Save”:

 


 

g-IMPORTANT: Click the “Save” icon or press "Ctrl + S" to save your new part.