Parts Transaction records are created when a user receives or uses a part using the Stock Management Issue parts request or Consume Part buttons on the Parts tab in a work order.
Navigate to Parts Transactions by clicking on the hamburger icon (1), then the Activities menu (2), followed by the Parts submenu (3), and Parts Transactions (4).
To search for a specific parts transaction, use the search fields at the top of the Parts Transactions window.
To create a new parts transaction, click on the New icon in the upper right of the Parts Transactions window (1). To do an advanced search of parts transactions, use the Advanced Search icon (2). To search for parts transactions, click on the Search button (3). To reset the search fields, click on the Reset button (4).
To run a transaction report for a specific parts transaction, click on the Report icon in the Report column. The report will generate in a new browser tab.
To edit a parts transaction, click on the Part # hyperlink.
To Save a Parts Transaction record, use the Save icon in the upper right of the Parts Transactions Add/Edit window (1). To cancel the transaction, use the Cancel icon (2).
The Parts Transaction Record
Part #: The part number being used for the transaction. The part number must already exist as a part record.
Manufacturer’s Part #: This field is tied to the Inventory Part record and cannot be edited on a Parts Transaction record.
Manufacturer: This field is tied to the Inventory Part record and cannot be edited on a Parts Transaction record.
Standard Price: This field is tied to the Inventory Part record and cannot be edited on a Parts Transaction record.
Last Price: This field is tied to the Inventory Part record and cannot be edited on a Parts Transaction record.
Markup (%): This field is tied to the Inventory Part record and cannot be edited on a Parts Transaction record.
On Hand: This field is tied to the Inventory Part record and cannot be edited on a Parts Transaction record.
Details
Transaction Type: The type of parts transaction.
Transaction Date: The date of the parts transaction.
PO: The PO number used for the parts transaction.
Manufacturer: The manufacturer used for the parts transaction.
Supplier: The supplier used for the parts transaction.
Unit: This field is tied to the Inventory Part record and cannot be edited on a Parts Transaction record.
Unit Price: The unit price of the part.
Catalog #: The catalog number of the part.
Quantity: The quantity of parts.
Markup (%): The markup percentage for the part.
Storage Location: The storage location of the part.
Storage Area: The storage area of the part.
Notes: an open text field.
To add a timestamp to the Notes field, use the clock icon on the right of the field (1). To expand the Notes field, use the Show Expanded View icon (2). To add predefined text to the Notes field, use the Predefined Text icon (3).