Creating a Purchased Inventory Part

Create a new serialized part for an item that you buy from a supplier.

  1. If you chose to create a Purchased Inventory Part:
    1. Enter a name for the new part, in the field Part No and a Description.
    2. Select your Site.
    3. Click Next.


  2. Do not change any fields in the Master Part section. Click Next.
  3. In the Inventory Part section:
    1. Fill the fields Inventory UoM, Accounting Group and Product Family.
    2. In the Cost/Misc Part Info area, fill the fields Inventory Valuation Method with Weighted Average, Inventory Part Cost Level with Cost Per Part and Zero Cost with Zero Cost Forbidden.
    3. If it is applicable, fill the fields Commodity Group 1 and Commodity Group 2.
    4. Click Next.


  4. Define the Supplier settings for your purchase part:
    1. Select the Supplier.
      A new area appears.
    2. If your supplier has another name corresponding to the same part, enter this name in the field Supplier's Part No and a description in Supplier's Part Description.
    3. Define the Price.
    4. Check the Tax Code field and all the contents.
    5. Click Finish.


  5. You need to go in the page Parts and filter the page with the Part No. Once you find your part, click the three dots and click Details.
  6. Check your information in the Main tab:
    1. In the area Serial Tracking, if you have a part serialized turn on one or all the toggles depending on the moment you want to check the serial tracking. If you have a non-serialized part, turn off the three toggles At Receipt and Issue, In Inventory and After Delivery Serial Tracking .
    2. You can add a Net Weight and a Net Volume for your part .


  7. You need to check all the information previously filled in the pages Inventory Parts and Purchase Parts. Go to Part Pages and select the part type that you want to check first.
  8. If you click Inventory Parts:
    1. In the Inventory Parts page, in your line, click the three dots and click Details.
    2. In the Inventory Part page, you need to check the Planner and all the fields in Cost Control.
    3. Attach an approval template to the inventory part by following the process Adding an Approval Template for Part Creation.
  9. In the Purchase Parts page, in your line click the three dots and click Details.
  10. Check information in the General tab:
  11. Then click the Supplier for Part button at the top of the page to check the information linked to the supplier.