Managing Parts – 1 of 3


In this part one of a three part series about Managing Parts within Maintenance Connection, we will take a peek at the valuable Transaction History that is maintained and available for viewing. The Transaction History summarizes the transactions that have resulted in current inventory levels for all parts maintained in the system, and provides sub-tabs to view specific types of transactions (e.g., amount used/issued in a work order, amount received through purchase orders, amount transferred to another stock room, etc.).

To view the Transaction History for an inventory item, use the Inventory Explorer or Search Tabs to locate the item to be viewed. Once selected, choose the Transactions Tab on the far right to view all transactions that have been recorded for this item/part.

The default “All Sub-Tab” shows all transactions that have affected inventory for the displayed item, based on the stock room and dates specified at the top of the page. By default, transactions for the previous three months are displayed, but this date can be changed. In the above example, there are four transactions for this part in the selected stock room – two purchase order receipts, one work order issue and one transfer to a different stock room.

With a closer view, you can see that the right side of the page shows the quantity incremented (or used) for each transaction, as well as the ending balance after the transaction was processed.

 

To view specific types of transactions, you can select the appropriate sub-tab at the top of the page. For example, to just view receipts, you would select the Receipts Sub-Tab:

In addition, a sub-tab is available to quickly check if there are any parts “On-Order“:

 

Tip: Refer to the Online User Guide for more information on using this feature (Inventory Module Chapter: Inventory Tabs/Pages: Transactions Tab). You can also just search for “Transactions”.

 

Coming Postings…
Next week, in our part two of this series on Managing Parts, we will discuss how to set up cost rules to ensure your Work Order Material Costs are calculating as intended.

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