Inventory                                         Parts                                                    Part Edit

Editing Part Setup

The setup information for a Part may be edited if the User has the appropriate security permissions granted.  Refer to the User Group Security topic for more information on security permissions for the Inventory module.

 Important Note:

Any information in the Part Setup may be modified, however the User making the change should first confer with upper management to ensure the change will not have an unwanted impact in other areas of the application.  For example if the default Sales Price or Service Prices is changed, this will affect any new Jobs created where parts will be invoiced and will affect the part price that will default into Service Tickets for parts.  If your company is using the Standard Costing Method and a change is made to the part Standard Cost for a warehouse where on-hand inventory exists, this will generate a transaction posting the the general ledger for the difference in part value.

If your company is not using Stock Tracking and the User has permissions to access and edit parts, when accessing a part from the Parts Lookup form, the Part is opened in edit mode to make changes.

If your company is using Stock Tracking and the User has permissions to access and edit parts, the part may be opened in edit mode from the Parts Lookup form or from a Part Explorer record.  Both of these methods will be described on the next page.

 

 

 

 

 

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