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DealerTeam

About the Parts Record

Part Record Introduction 

The Parts Record provides details on a specific inventory item.  Before we move into how the part is used we need to learn about all the information contained in the parts record.

In this section you will learn about the different components and fields that make up the Parts Record. Remember the Parts Record is a Store specific record. Because of this some of the attributes are controlled by the Parts Master and some are changeable by the Parts Record.

 

Part Details

The main detail section contains general information about the part.

Field Description
Part Number (a) Part number of part as defined by Master Definition.
Location:MFG:Part Number (b) This field is a unique string representing the Part by its Location Code (Dealership), Manufacturer Code and assigned Name.
Description (c) Description of part, Taken from the Parts Master Record.
Company (d) Dealership location this part is physically located.
Supersedes (e) Previous part # in the supersession history. In the event this part has had multiple supersessions this field will represent the most recent supersession.
MFG (f) Manufacturer of the part, Assigned by the Parts Master Record.
Status (g) Status of the existing Part.

 

 About the Parts Record- Record details.png

 

Pricing

The pricing section contains pricing details about the part.

Field Description
List (a) List price to Sell to the Customer, This is derived from the parts Master Retail Price Field.
Cost (b) The Cost of the Part, This is defined by the Parts Master Cost.
Price Update (c) Should this Part # update from MFG Price Tape
Jobber (d) Jobber pricing set by the Manufacturer.
Warranty (e) Price to be charged when the Repair is of a Warranty Type.

 

About the Parts Record- Pricing details.png

 

 

Inventory

The inventory section contains details about current stocking levels of the part inventory.

Field Description
On-Hand (a) The number of Parts Currently Available for Sale.
Physical On-Hand (b) On hand physical count. Amount is a Sum of all parts Ledger Entries.
Pack QTY (c) Pack QTY of this part. This value is controlled by the Parts Master.
Entry Date (d) When the Part was added from the Parts Master.
On-Order (e) Number of parts that there are Outstanding Purchase Orders that are not received.

 

 About the Parts Record- Inventory details.png

 

Stock Management

The stock management section contains details how the part should be stocked within the location.

Field Description
Stocking Group (a) Used by the parts Department to set Parts into unique Groups.
Source (b) Preferred Vendor to Purchase a part from.
Bin (c) Location of Part in stock room.
Best Stocking Level (d) This should be used to set the ideal On Hand Level of Parts. Not used by all Orgs.
Re-Order Point (e) Point at which the part should be added to a list for Parts Ordering.
Max (f) The maximum that the location should have on hand.
Min (g) Minimum On Hand Quantity.

 

About the Parts Record- Stock Manangement details.png

 

Illustration

Image and rich text resource, This will key off the input given in the Parts Master.

Field Description
Illustration (a) Images and reference documents related to this part. This field is controlled by the Parts Master.
Created By (b) The user/date/time for the added illustration on Parts Master.
Last Modified By (c) The user/date/time of most recent modification.

 

About the Parts Record- Illustraion details.png

 

Related Lists

Related Lists are a selected group of Objects that relate to the Parts record. 

Related List Object Description
Part Lines (a) Parts lines object used to store all invoice line item data. Service repair order lines items are also stored in this object. If a line item is stored in this object it is required a parent Parts Invoice object control the data.
Purchase Order Line (b) Purchase order lines record the details for the issued purchase order. There can be a variable number of purchase order lines on each record type to accommodate the needs of the use case.
Parts Orders (c) Transaction table of all open and completed parts orders.
Parts Ledgers (d) This object contains all parts purchase and sale transactions. Not used by all orgs.
Parts Inventory History (e) Transactional data to give detail about parts sales on and off invoices.

 

About the Parts Record- Related Lists.png