Part Form

A Part form displays data in 2-panel format. The left panel displays part information and its revisions details while the right panel displays all its associated alternate parts, bill of materials, attachments, catalogs and installed locations.

See Also
Part Form – Left Panel:

  1. To create new part, under General, click New Part.

  2. To add a new revision, under Revisions, click Add Revision and enter required data.

  3. To open revision, under Revisions and from the grid list, select the desired revision and then click Open Revision.

Part Form – Right Panel:

  1. In Alternates tab:

    1. To view list of all the part alternates, click Alterntes tab.

    2. To add a new part alternate, from the Alternates lookup menu, select desired alternate part and then click Save.

  2. In Bill of Materials tab:

    1. To view the parts added to BOM, click Bill of Materials tab.

    2. To add a new part to BOM, first select the the desired hierarchy level where you want to add the part to BOM, click Add Part to BOM lookup menu, select the desired part and then click Save.

    3. To remove part from BOM, expand the part hierarchy, select the desired hierarchy level from where you want to delete the part from BOM, and then click Remove Part to BOM.

      4. You cannot delete parent part.

  3. In Attachments tab:

    1. To associate an attachment file with the part, click Add Attachment tab and then add the attachment

    2. To delete an attachment file, from the listing grid, select the desired attachment that you want to delete and then click Delete Attachment.

  4. In Catalogs tab:

    1. To view the list of all the part catalogs associated to the part, click Catalogs tab.

    2. To add a new catalog, click Add Catalog and then enter the data.

    3. To dissociate a part catalog from current part, from the Associated Catalogs grid, select the desired catalog and then on the toolbar, click Delete Catalog.

  5. In Installed Locations tab:

    1. To view the list of all the all the sites where the current part is installed, click Installed Locations tab.

    2. To export the data to excel sheet, click the Export to Excel button and then browse the desired path where you want to store and save the excel sheet.

  6. In Vendors tab:

    1. To view the list of all the all the vendors associated to the part, click Vendors tab.

    2. To export the data to excel sheet, click the Export to Excel button and then browse the desired path where you want to store and save the excel sheet.

    3. To add a new vendor, from the All Vendors* lookup, select the desired vendor and then on the toolbar, click Save.

    4. To dissociate a part vendor from current part, from the Associated Vendors grid, select the desired vendor and then on the toolbar, click Delete Vendor.

  7. In Prices tab:

    1. To view the list of all the price and cost schedules associated with the part, click Prices tab.

    2. To add a part price, on the toolbar, click Add Part Price and then enter data and then on the toolbar, click Save.

    3. To delete an existing price associated with the part, from the grid list, select the part price that you want to delete and then on the toolbar, click Delete Part Price.