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The Parts File Information is located in the Data Center. Clicking the link will open a new window displaying parts in the list format (as seen below). ıThe list contains the fields from the parts table that are most helpful in sorting and locating parts based on your industry.



NOTE: The fields displayed can be changed using the 'Form Options' link located at the bottom of the list view. The System Administrator course provides a detailed explanation of how this option is used.ı For an overview of how to modify the list view, click on the 'Learn More' link in the right hand corner of the list view.

Locating Records in the Parts List



The list may be sorted in order by any of the column headers. Clicking a column header will sort the parts in order based on that field. ıThe first click on the header field will sort the parts in ascending order; clicking on the arrow will sort the parts in descending order and change the graphic to an arrow pointing down.

Lists can be filtered by entering data into the textbox fields under the header. Click 'Apply' to set the filters that have been entered. For example, if you just want to view parts whose part number begins with the letter 'A', type an 'a' (capitalization is not required) in the Part Number filter, and click 'Apply.' Once a filter or group of filters is applied, the list will redisplay based on that criteria and will indicate in the upper left corner the number of records that matched the filter criteria.ı The sort and filters are saved and used the next time the list is opened based on your user login.

Detail View

The detail view (example of previous page) is accessible from the List view by clicking on the Item No. or clicking on the magnifying glass icon in the left column of the list. The detail view contains all the information for one part from the parts table. ıFrom this screen, you have total control of the inventory parts. ıYou have the ability to add, edit, delete, view history, make adjustments, manage suppliers, purchase parts, and make a key change to the record.

The top menu bar controls these functions:

• Add - Open the form for adding a new part.
• Edit - Edit fields on current item.
• Delete - Mark current part for deletion.
• List - Return to the list view for parts information.
• Next and Previous will move to another part based on the Item Number (always in Ascending Item # order).
• History - Display the transaction history of the part directly below the part's detail.
• Adjustments - Open the form to change the existing on hand quantity.
• Suppliers - Display the suppliers associated with this part directly below the partıs detail.
• Purchase - Open a new form to process a purchase for this part.
• Key Change - Allow an Item # change.
• Recalculate - For LIFO/FIFO inventory method only - Adjust the on hand to match the LIFP/FIFO transaction on a part.

NOTE: The fields available on the detail form can be chosen by the system administrator. The process for this choice is covered in detail in the System Administration course.