Associating parts with compatible units libraries

Associate parts with compatible units library records. The parts added here define which parts are required to complete a job for this compatible units library record.

View all parts associated with this compatible units library record. Edit a part description if the part has not been used in other parts of the system.

Note: The Edit Parts Description pop-up window is only available for parts with N class designation. These are new parts created on the selected screen; parts which can have their description changed. However, when the description is changed the part is no longer accessible in the Edit Parts Description pop-up for editing.
  1. Select Work > Compatible Units > Compatible Units Library.
  2. Select the compatible units record for which to add parts, and then click the Parts tab.
  3. Click Add Part.
  4. Specify this information:
    Part
    Select the part to add to the compatible units library record.
    Quantity
    Specify the quantity of the part to add.
    Price Override
    Optionally, specify a monetary rate to use as an override for the standard cost of the part.
    Action Type
    Select Abandon, Install, Remove, or Transfer as the type of the action which the part would be considered for when the compatible units library record is associate with a CU estimate.
    Store
    Optionally, specify the store associated with the part.
  5. Optionally, click Create Part to define a part for the compatible units library record. Create a part when the part you need to add is not already defined in the system.
    Part
    A unique identifying code for the part is automatically populated. In the adjacent field, specify a description for the part.
    Part Org.
    Specify the organization for the part.
    UOM
    Specify the unit of measure for the part.
    Quantity
    Specify the quantity of the part to add.
    Price Override
    Specify a monetary rate to use as an override for the standard cost of the part.
    Action Type
    Select Abandon, Install, Remove, or Transfer as the type of the action the part performs.
    Store
    Optionally, specify the store associated with the part.
  6. Optionally, select the Perform Reservation check box to indicate a reservation should be made for this part when it is associated with a CU estimate and work order activities are generated for the estimate.
  7. Optionally, select one or more materials adjustments for consideration when the compatible units library record is associated with a CU estimate. These adjustment factors are considered when calculating costs associated with materials when performing compatible units cost estimation.
  8. Click Submit.
  9. Optionally, to edit a part description, click Edit Parts Description. Specify the new part description, and then click Submit.
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