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Managing EM Equipment Parts

EM Equipment Parts associates common parts (and fluids with quantities) to an equipment record so work-order and cost-adjustment part lookups are faster. Part # ≤30; description ≤60; memo ≤30; quantity up to 3 decimals; U/M from HQ Units of Measure.

Before you start​

  • Equipment exists in EM Equipment.
  • Know whether EM Company Parameters Validate Parts is on.
  • When Validate Parts is on, parts must exist in HQ Material before Cost Adjustments or Work Order Edit will accept them.

Steps​

  1. Open EM Equipment Parts.
  2. Select the equipment.
  3. Enter Part # (≤30), description (≤60), and optional memo (≤30).
  4. Enter quantity (up to 3 decimal places) and U/M from HQ UOM. Use the same pattern for fluids when tracking fluid fills or capacities on the equipment.
  5. Use F4/lookups that list HQ, equipment, or vendor materials when available.
  6. Save.

Validate Parts (Company Parameters)​

  1. On EM Company Parameters > Parts:
    • Validate Parts on: EM Cost Adjustments and EM Work Order Edit require a valid HQ Material association for the part.
    • Validate Parts off: any part code is allowed.
  2. A part number that only looks like an HQ material code is not valid automatically. The part must exist in HQ Material when validation is on.

Notes​