Serial Inventory Part Maintenance Aware—Exercises

Basic Data Setup

Inventory Part

Purpose: The purpose of this exercise is to show you how to set up the inventory part that is required for the following exercise. 

Windows:
Inventory Part

  1. Open the Inventory Part window.
  2. Create a new record (F5).
  3. Enter an appropriate part number and description.
  4. Select a planner for the inventory part using the List of Values (F8). 
  5. Enter the unit of measure in the U/M field using the List of Values (F8).
  6. Save the new inventory part (F12).
  7. Click the Costs tab, and enter a material cost for the part.
  8. Save the new record (F12).

General exercise for Inventory Part

Main Exercise

Purpose: The purpose of this exercise is to show you how to set a serial object to be maintenance aware. You can maintain equipment objects, i.e., create PM actions and work orders even though the objects do not yet exist in the facility. These objects are moved to inventory or delivered from design.

Windows:
Serial Maintenance Aware

Serial Inventory Part Maintenance Aware

  1. Open the Serial Maintenance Aware window.
  2. Populate the window (F2).
  3. Select the part that you want to be maintenance aware. Right-click and then click Make Maintenance Aware.
  4. Select an appropriate site using the List of Values, and then click OK. From now on, the Maintenance Aware check box for this part will be checked.

Note: The serial object is now connected to the selected site but is still placed in inventory. You can also use the List of Values (F8) in the table to change the site, and then manually select the Maintenance Aware check box. If you do this, you need to save the new information (F12).