Parts

 

Introduction

The Parts List allows you to add all unique items (finished products, components, raw materials) used by your Organization or manufactured within a Product Line. Every Part must be associated with a Product Line and can also be associated with a Unit of Measurement.

 

User Rights

The following rights must be assigned to a user to manage or view Parts:

Rights

Description

PRT_MANAGE

Allows administrator to add new object, modify existing object, or delete object.

PRT_VIEW

Allows user to access object to view and select.

 

See Rights Groups to assign Rights Groups to users.

 

Global vs. Local

·         Global Parts will be inherited by all Local Organizations. 

·         Local Parts will only be viewed and used within that Local Organization.

 

How to Create Parts

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under Product, select Part.

The Part list displays.

2.     Select Action > Add from the main menu.

3.     Enter Code and Name of your Part.

4.     Zoom from the Product Line field and select the Product Line associated with this Part.

5.     Select the UOM Code (Unit of Measurement) – if applicable.

6.     Enter a Unit Cost of the Part (if applicable).

7.     Click the Save button.

The new Part has now been added to the Part list and the Detail of the Part displays.

 

See Failure Mode Setup

 

Managing Part Data

The following options are available within Part objects and can be managed accordingly by an administrator:

 

How to Edit Parts

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under Product, select Part.

The object list displays.

2.     Click the  icon to switch to Local view (if applicable).

3.     Select the check box of the Part to edit then select Action > Edit from the main menu.

4.     Edit any information for your Part.

5.     Click the Save button.

All changes are now reflected in the list.

 

How to Delete Parts

Parts can only be deleted from SmartSolve if the Part has not currently been attached to any SmartSolve records.

1.     From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under Product, select Part.

The object list displays.

2.     Click the  icon to switch to Local view (if applicable).

3.     Select the check box of the Part to delete then select Action > Delete from the main menu.

4.     Click the Save button.

The object has now been removed from the system.

 

How to Deactivate Parts

See Deactivation Setup in the SmartSolve Utilities and Settings Help System to Deactivate Parts.