How parts tracking affects processing

Purchasing

You have the option to purchase new, rebuilt, or used parts as well as cores to rebuild. The software treats the transaction as a straight purchase and receipt of whichever part ID-part suffix combination you have entered.

Issuing to work orders

When issuing a part to a work order, the software assumes that you are removing a part from the equipment unit to install another part in its place.

You decide whether to issue a new, rebuilt, or used part by entering or scanning the part ID and appropriate suffix.

• If the part is classified as re-useable, you must enter a work accomplished code to signify whether the removed part is to be placed into used inventory or whether the other removal rules apply.

• If the part is classified as serialized, you must enter the serial number of the part being removed as well as the serial number of the part being installed. The software will automatically maintain any component relationships established between the part and the equipment unit.

• If the part is classified as warrantable, the removed part will be placed into inventory of core-awaiting warranty.

• If the part is classified as rebuildable, the removed part will be placed into inventory of core-awaiting rebuild. Most warrantable parts will also be classified as having a core. The warrantable flag takes precedence.

• If the part is not classified as rebuildable but does have a core, the removed part will be placed into inventory of the scrapped status.

• Note: These rules do not apply to consumable parts. As of Release 5.8.5, the software does not track scrapped consumable parts.

Adjustments

When you use the Adjustments screen to adjust part levels at stocking locations, the software treats it as a straight adjustment of whichever part ID-part suffix combination was entered.

Inventory Counts

When you use the Inventory Counts screen to record part levels at stocking locations, the software treats it as a straight inventory count of whichever part ID-part suffix combination was entered.

Stock Checks

When you use the Stock Check screen to review part availability, the software checks the availability of the specific part ID-part suffix combination you have entered in the filter. The Stock of Other Statuses tab on that screen displays the stock status of other suffixes assigned to the part.

Rebuilds

If you are rebuilding the part internally, use the Internal Rebuilds screen. If you are sending out the part for rebuild and need to track this transaction with the vendor through a purchase order, use the External Rebuilds screen.

The quantity of part cores available to rebuild is stored through the quantity on hand of the CORE-AWAITING REBUILD suffix. Any quantity or serial number specified to be rebuilt must exist in this status.

When the rebuild work order or purchase order is opened, the quantity of CORE-AWAITING REBUILD is decremented by the rebuild quantity. When the rebuild is complete, the rebuilt quantity and value go into stock as the REBUILT suffix.

Transfer between locations

To transfer parts between stocking locations, use the Stock Transfers screen. The software will treat it as a straight transfer of whichever part ID-part suffix combination you have entered in the Parts List tab. You may transfer parts of any status.

Transfer between statuses

In the event that the automatic setting of a part’s status would not be appropriate or you need to dispose of a specific part, you can use the Data -> Parts Activity -> Status Transfers screen to record the transfer of a part from one status to another.

Reordering

To determine whether a part needs to be replenished, the software combines the on-hand quantity of new, rebuilt, and used parts with the on-order quantity and compares the total against the reorder point specified on the part record for the NEW status suffix.

To generate production requests or transfer requests for rebuilt parts, use the Reordering screen. You can also use it to generate purchase orders for parts.

Re-useable parts

If you have parts that can be reliably removed and reused without rebuilding, you can classify them as re-useable on the Part Classifications screen.

When you issue a re-useable part to a work order, you are required to enter a work accomplished code. If the work accomplished code indicates that the part being removed is re-useable, the removed part will automatically go into used status inventory.

Primary Information (Parts Items)/Location Information (Parts Items)

The Other Status tabs on the Primary Information (Parts Items) and Location Information (Parts Items) screens display the stock status of other statuses assigned to the same part. The software automatically generates these records as needed based on the information for the new status. You do not need to manually create new part primary and part location records for each status of a part.