Defining materials setup

Define materials setup options to format the module to your specifications. These options were formerly defined as installation parameters.

Select Administration > Materials Setup.
Specify this information:

Automatically Associate Parts (AUTOPART)

Select Yes or No to indicate whether the system automatically updates the Parts Associated list for equipment.
Note: Update the Parts Associated list for approved lines on a receipt. If AUTOPART is set to AUTO, the system verifies whether the received part is associated with an equipment’s Parts Associated list when a purchase order receipt is approved for a work order. If the received part is not associated with the equipment’s Parts Associated list, the system adds the part to the list using the quantity of the transaction as the Parts Associated quantity.
If the part is already associated on the Parts Associated list, the system updates the quantity of the part on the Parts Associated list to the transaction quantity if the transaction quantity is greater than the existing quantity on the Parts Associated list. If the transaction quantity is not greater, then the system does not make any updates. This association applies to issues, not just receipts.

Auto-number Parts (AUTOPNUM)

Select Yes or No to indicate whether the system automatically generates part numbers.

Default Transaction Description (TRANSDESC)

Specify the default transaction description.
Click Save Record.