Parts - WebTMA 7

Path: Material > Parts > Records / Identity Tab

The Parts window includes comprehensive information about stocked Parts. To create your initial inventory in WebTMA, create a record for each Part currently in stock. You can also create records for Parts not yet in stock.

Cost of Parts

In addition to Manufacturer information, the Details Section can be used to track the cost of stocked Parts. You can include a standard price and average price in the Details Section when you add a record. Thereafter, you can edit the Standard Price field, but the Average Price field is locked once the record is created. This is a weighted average and fluctuates based on historical records.

The standard price is used to "fix" the internal sales price of a Part to prevent it from fluctuating due to price changes. If a markup is entered in the Part record, the standard price is increased by the markup percent. In Work Orders and Sales Orders, the standard price replaces any other price value, such as average price. You can also choose the Purchase History Tab to review a read-only list of all Purchase Orders issued for the selected Part.

Summary Section

Look to the Summary Section for accumulated data about quantities of the Part that have been used, received, on order, etc.

Specifications Section

The Specifications Section is a free form text field where you can document any specifications regarding Part quality or other essential conditions.

Part Kits (Action Menu Option)

As a convenience, you can identify Part Kits associated with a given Part. From the Part record, click the Part Kits link on the Action Menu. If the stocked Part is included in a Part Kit, the Associated Part Kits window opens with a list of the kits that use the Part.

How to Add a Part Record

To add stocked Part records for items that do not have existing inventory:

  1. Open the Part window.
  2. Choose Add on the WebTMA toolbar.
  3. Complete the required fields and as many other fields as possible. Tip: For better search results, start the Description field with a general category followed by more specific descriptors, for example, Conduit, ¾" EMT.
  4. Select Save on the WebTMA toolbar.

Serialized Parts

Some stocked Parts have unique serial numbers that allow you to trace the stocked Part and its history in case a problem occurs.

Once you mark the Serialized check box on the Parts / Identity Tab and add a quantity to the Parts / Location Tab, the check box cannot be cleared.

When you create your Parts records, use the Locations Tab to record information about existing Parts that have serial numbers. If serialized Parts are ordered using a Purchase Order, record the serial number and warranty information from the Receivings window.

On the Locations Tab, expand a line and review the serial numbers.

How to Serialize Parts for Existing Stock

If you create a new Part record and have existing serialized Parts on hand, you can add each Part. This is similar to adding any other Part except the line items include an Add Serialized Part link so you can add each serial number.

  1. Add a new Part following the instructions in How to Add a Part Record. Be sure to check the Serialized box.
  2. Expand the Part line on the Locations Tab to open a second tier.
  3. Choose the Add Serialized Part link.
  4. Enter the Serial Number, Technician information, and optional Warranty Date on the Serialized Part Entry flyout.
  5. Choose the Save button on the flyout window to save the serial number.
  6. Repeat steps 3-5 to add more existing serialized Parts.
  7. Select Save on the WebTMA toolbar.

UDF Section

The UDF Section is available to record information or data that is not included in the predefined fields of a record. The Section is found on many windows. These are added by your WebTMA System Administrator.

You can also create corresponding UDF fields for two windows: Work Order and Request Log. If you create UDFs in the System Form Attributes window for each window and these share the same label and the same data type (i.e., Name and Type), the contents of the UDF field on your Request is carried to the corresponding UDF field on the Work Order when accepted.

These UDF fields can also be included on the Service Request Form / Layout Tab when System Administrators create new Service Request Forms.

 

Want to Learn More?

Visit the WebTMA Help Page

 

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