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You have the ability to associate parts from your Parts File with your Asset record and PM Schedules on those assets. Establishing a related parts list helps your operators know which parts are typically used to repair an asset. It also streamlines the process of applying parts charges to any work order associated with that asset.

To establish a relationship between parts and an asset, go to the Asset File Information list located in the Data Center. Open the detail of the asset record. You will see a section called 'Related Parts.' Click the 'Add' link in this section to access the Asset Cross Reference screen (seen below).

• On the Asset Cross Reference screen, click the folder icon to the right of the Item field to access your parts list.
• Filter the list to locate the desired part.
• Click 'Select' to the left of the item on the list. The item and its description will drop into the Asset Cross Reference screen.
• If you enter a quantity on the cross reference screen, that quantity will be the default quantity used when the part is charged via Quick Parts (discussed page on 13).
• Click 'Save New Record' at the top of the form to save changes.
• Click the 'Go Back' button at the top right side of the screen to return to the Asset Detail screen.

The same relationship is available for the PM schedules of assets. Open the PM schedule for an asset and you will see a section called PM Parts which enables you to specify parts used for the specific PM schedule of the asset.ı These parts are distinct from any related parts already associated with the asset in Related Parts.

The one difference on the PM Parts screen is the field Auto Issue Qty. Entering a number into this field makes the part ready for auto-issue on the close out screen of the PM work order generated from this PM. Rather than having to select the part to charge when adding charges to the work order, you simply auto-charge the part when you close the work order. If you would prefer not to auto-charge the part, enter a zero in the Auto Issue field and enter the appropriate amount in the Recommended Qty. field.