Part assemblies are an arbitrary collection of parts grouped together to save time entering commonly used groups of parts on work orders, Quotes and Preventive maintenance orders.
Authorization Roles required¶
Many roles can select this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following roles:
- Business administration
Read only access
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
Import / Export¶
How to access Part assemblies¶
Part assemblies are accessed in the following ways:
- From the
Part assembliesitem to open the Part assemblies data table
- By clicking on the open record icon in the Work order, Quote or PM forms where Part assemblies can be selected
How part assemblies work¶
Part assemblies are used to select a group of Parts at once. The parts selected are inserted into the form as if they had been selected individually, no link is required to the original Part assembly record so Part assemblies can be edited or removed at any time without affecting existing records.
Part assemblies data table¶
Part assembly edit form¶
The Part assembly edit form provides all the standard edit form functionality and the following fields:
Part assembly name¶
The descriptive name used for this part assembly that Users will be looking for to make their selection.
This area is a collection of the selected parts for this part assembly.
Clicking on the
+ icon above the list opens a dialog entry box to add a part.
Edit / remove¶
Click on the edit icon at the far right of any part line to change or remove that part.
Part assemblies set to active can be selected by Users on work orders, quotes and pm's.
Part assemblies not active remain in the system but are not offered for selection in work orders, quotes and pm's.
Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form.
Optional tags control for categorizing and filtering in the data table.
Optional wiki control.
Optional attachments control.
The menu contains the common edit form menu options.