iMaint Help - Primary (Inventory)

The Inventory Module manages part, supplier, and adjustment information. Parts warranty tracking and notification is a valuable part of the Work Order/Inventory tracking system, allowing the user notification before a part not warranted is used. Vendor, Contractor, Manufacturer purchasing, and delivery performance is tracked and viewed here. Receipt, Issue On-hand, Physical Inventory Adjustments, and Count Adjustments are handled from one screen with reconciliation reports and different views of the pending and posted transactions.

Ribbon Bar Functions on the Part Form

On the ribbon of the Part form, use the Cost Tran Display button to view a history of all the transactions posted against the part currently displayed.

If enabled, the Open POs button will list all the Purchase Orders in an Ordered status for this specific part. In the Open POs popup window, you may use the right click menu to view the individual purchase order details. The Show Committed WOs button will list all the work orders to which this part has been estimated for use, and also allows you to right click on the Work Order ID to view details. This form will show committed quantities by Warehouse ID. The top section of the popup window will show Warehouse ID and the total committed from within each warehouse. Click on each Warehouse line to view the list of work orders included in the total committed quantity.

The Quick button will launch the Quick Part form, helpful when creating part records on-the-fly.

Duplication of a part record is quickly done by using the Duplicate button. Information copied to the new part record will include suppliers, manufacturers, substitutes, assets, general ledgers, attachments, comments, warehouse data and locations.

Two helpful reports you can access directly from the ribbon bar include the Part Details Report and the Open Work Order per Part Reports. The Detail Report button to Print/Preview the report 1306 Part Details, lists current information on the part record displayed. The Open Work Order per Part will display report 1340 to show work orders, not completed or canceled, associated with the current part displayed on the Part form.

Note: Labels with red text denote required fields. You must enter information in these fields.

Field	Description
Part ID	A unique identifier for a part. Users can enter an ID directly into this field or click the Standard Lookup icon to search for an ID already existing in the iMaint system. Part ID accepts numbers or letters (alphanumeric) up to 40 characters, including spaces.
Part Description	Details the specific part the Part ID references. This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.
Part Status ID	A unique identifier for the current operating status of the part. This field accepts letters or numbers (alphanumeric) up to 25 characters.
Part Status Description	Description of the current operating status of the part. This field accepts letters or numbers (alphanumeric) up to 255 characters.
Part Class ID	A unique identifier for the category of a part. This field accepts letters or numbers (alphanumeric) with a limit of 25 characters.
Part Class Description	Details the category (or class) of a part. This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.
Parent Part	The next highest level for this part in the part hierarchy. For example, in defining a gearbox, the parent part would be the motor. Many parts could have the same parent (two walls and one desk could have a specific cubicle as the parent). This field accepts letters or numbers (alphanumeric) with a limit of 40 characters.
Parent Part Description	Details the part referenced in the Parent Part field. This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.
Issue Unit of Measure	Description of the units in which a part is used or applied to equipment. Some examples would include feet, gallons, pounds. This field accepts letters or numbers (alphanumeric) with a limit of 25 characters.
Purchase Unit of Measure	Description of the units in which a part was purchased. Some examples would include cases, spools and drums. This field accepts letters or numbers (alphanumeric) with a limit of 25 characters.
Conversion Factor	Defines the difference between purchasing units and issuing units. This is the number of issue units per receipt unit. For example, feet/spool may be 100 and gallons/drum is usually 55. Information in this field is displayed as a number, with a maximum of 4 characters (0000).
MSDS	The ID of the Material Safety Data Sheet for a part. This field accepts letters or numbers (alphanumeric) with a limit of 25 characters
Component	A check box indicating if a part will be tracked as a quantity of one. This would include serialized or repairable parts. Default is set to unchecked (no tracking).
Taxable	A check box indicating if a part is taxable. The default for this field is checked (taxable).
Hazardous Material	A check box indicating if a part is a hazardous material. Paint, chlorine and many other chemicals are examples of parts that are hazardous. The default for this field is unchecked (non-hazardous).
Valid From Date of Installation	A check box indicating if the warranty specified in the Warranty Type ID is valid or starts from the date of installation. The default for this field is unchecked (valid from date).
Warranty Type ID	A unique identifier for what the warranty covers. For example, "two year parts and labor with lifetime on electrical components" is assigned a unique Warranty Type ID. This field accepts letters or numbers (alphanumeric) with a limit of 25 characters.
Warranty Type Description	Description of what the warranty covers, as indicated by the Warranty Type ID. For example, "two year parts and labor with lifetime on electrical components". This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.
Warranty Provider ID	A unique identifier for the company that performs the warranty. This field accepts letters or numbers (alphanumeric) with a limit of 40 characters.
Warranty Provider Description	Description of the company providing the warranty. This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.

Click here to move to the User Defined Fields tab.