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133 lines
6.0 KiB
Markdown
133 lines
6.0 KiB
Markdown
---
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title: Part Views
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---
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The Part information page organizes part data into sections, displayed as tabs.
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## Part Details
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The *Details* tab shows a detail view which provides information about the particular part.
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{% with id="part_overview", url="part/part_overview.png", description="Part details" %}
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{% include 'img.html' %}
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{% endwith %}
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A Part is defined in the system by the following parameters:
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### Part Definition Fields
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**Part Name** - The Part name is a simple (unique) text label
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**Description** - Longer form text field describing the Part
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**Internal Part Number (IPN)** - A special code which can be used to link a part to a numbering system. The IPN field is not required, but may be useful where a part numbering system has been defined.
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**Revision** - An optional revision code denoting the particular version for the part. Used when there are multiple revisions of the same master part object.
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**Category** - The Part category is used to group or arrange parts, as per the particular requirements of the user. Categories are arranged in a 'tree' where each category may have multiple child categories.
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**External Link** - An external URL field is provided to link to an external page. This could be useful the part has extra documentation located on an external server.
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**Units** - Units of measure (UoM) for this Part. The default is 'pcs'
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### Part Options
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A Part can provide different functionality based on the following options.
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**Virtual** - A *Virtual* part is one which does not physically exist but should still be tracked in the system. This could be a process step, machine time, software license, etc.
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**Template** - A *Template* part is one which can have *variants* which exist underneath it. [Read further information about template parts here](/part/template).
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**Assembly** - If a part is designated as an *Assembly* it can be created (or built) from other component parts. As an example, a circuit board assembly is made using multiple electronic components, which are tracked in the system. An *Assembly* Part has a Bill of Materials (BOM) which lists all the required sub-components. [Read further information about BOM management here](/build/bom).
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**Component** - If a part is designated as a *Component* it can be used as a sub-component of an *Assembly*. [Read further information about BOM management here](/build/bom)
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**Trackable** - If a part is designed as *trackable*, it can be tracked using unique serial numbers.
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**Purchaseable** - If a part is designated as *Purchaseable* it can be purchased from external suppliers. Setting this flag allows parts to be added to [purchase orders](/buy/po).
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**Salable** - If a part is designated as *Salable* it can be sold to external customers. Setting this flag allows parts to be added to sales orders.
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**Active** - By default, all parts are *Active*. Marking a part as inactive means it is not available for many actions, but the part remains in the database. If a part becomes obsolete, it is recommended that it is marked as inactive, rather than deleting it from the database.
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## Parameters
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Parts can have multiple defined [parameters](/part/parameter).
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## Variants
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If a part is a *Template Part* then the *Variants* tab will be visible.
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[Read about Part templates](/part/template)
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## Stock
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The *Stock* tab shows all the stock items for the selected *Part*. The user can quickly determine how many parts are in stock, where they are located, and the status of each *Stock Item*.
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{% with id="part_stock", url="part/part_stock.png", description="Part Stock" %}
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{% include 'img.html' %}
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{% endwith %}
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### Functions
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The following functions are available from the *Part Stock* view.
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#### Export
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Exports the stocktake data for the selected Part. Launches a dialog to select export options, and then downloads a file containing data for all stock items for this Part.
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#### New Stock Item
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Launches a dialog to create a new *Stock Item* for the selected *Part*.
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#### Stock Actions
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If stock items are selected in the table, stock actions are enabled via the drop-down menu.
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## Allocations
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The *Allocated* tab displays how many units of this part have been allocated to pending build orders and/or sales orders. This tab is only visible if the Part is a *component* (meaning it can be used to make assemblies), or it is *salable* (meaning it can be sold to customers).
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## BOM
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The *BOM* tab displays the [Bill of Materials](/build/bom) - a list of sub-components used to build an assembly. Each row in the BOM specifies a quantity of another Part which is required to build the assembly. This tab is only visible if the Part is an *assembly* (meaning it can be build from other parts).
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## Build Orders
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The *Build Orders* tab shows a list of the builds for this part. It provides a view for important build information like quantity, status, creation and completion dates.
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## Used In
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The *Used In* tab displays a list of other parts that this part is used to make. This tab is only visible if the Part is a *component*.
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## Suppliers
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The *Suppliers* tab displays all the *Supplier Parts* for the selected *Part*.
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This tab is only visible if the *Part* is designated as *Purchaseable*.
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{% with id="part_suppliers", url="part/part_suppliers.png", description="Part Suppliers" %}
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{% include 'img.html' %}
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{% endwith %}
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## Purchase Orders
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The *Part Purchase Orders* tab lists all the Purchase Orders against the selected part.
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This tab is only displayed if the part is marked as *Purchaseable*.
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## Sales Orders
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The *Sales Orders* tab shows a list of the sales orders for this part. It provides a view for important sales order information like customer, status, creation and shipment dates.
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## Tests
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If a part is marked as *trackable*, the user can define tests which must be performed on any stock items which are instances of this part. [Read more about testing](/part/test).
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## Attachments
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The *Part Attachments* tab displays file attachments associated with the selected *Part*. Multiple file attachements (such as datasheets) can be uploaded for each *Part*.
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## Notes
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A part may have notes attached, which support markdown formatting. |