Part (Estimates)

The following fields are displayed for part estimates:

• Item # / Name / Location — Item #, name, and location as defined in the Inventory module.For stock items, the location will indicate the stock room, unless the stock room was not specified.

• Estimated Quantity — The estimated quantity needed.

• Other Cost — Other costs associated with using this part, such as a material handling fee.Any amount entered is added to the total cost and charge.

• Cost — The total cost for the part, based on the rate defined in the Inventory module.Total cost is determined by multiplying the estimated quantity by the rate stored for the item, and then adding any other costs listed as defined above.

  The inventory rate is based on the selected stock room and the cost rule in effect.

• Charge — The total charge, based on the charge rate defined for this item in the Inventory module.This rate can be the same as the cost, or be defined at a higher charge rate.It is often based on markup percent.

  Note:

  If both a charge rate and markup percent are defined for the stock room item, the charge rate is used.

• Total Part Costs — The last row of the Estimated Part table displays the total costs and charges for estimated parts.

To add estimated parts:

1. Click the Add button.

   The Inventory module lookup opens, allowing you to select an inventory item.

2. Choose between three options:

   • Select a stock room from the Stock Room filter to indicate that a part should be reserved from inventory maintained at a particular stock room.

   • Select Directly Issued from the Stock Room filter to indicate an item should be ordered as direct issue.

   • Select Not Specified from the Stock Room filter to instruct Maintenance Connection to determine the stock room at the time the work order is created, based on the work order’s designated repair center.

     Note:

     To quickly locate inventory items defined for this asset, click the Associated with Asset / Location check box on the left.

3. Locate the inventory item you want to add.

4. Click the inventory item you want to add.

   The Inventory Items window opens.

5. Enter the estimated quantity, and modify additional information as needed.

   Costs and charges are automatically calculated after entering the estimated quantity, based on the rates and cost method stored for this inventory item.

   The value placed in the Other Cost field is added to the Total Cost and Charge fields.Changes made will only effect this particular estimated part record, and will not change the rate associated with the inventory item.

6. Choose between two options:

   • Click the Apply button.

     The Inventory lookup appears with thee estimated part is listed in the My Selection(s) area.

   • Click the Apply / Close button.

     The Estimates page appears. Skip to Step 9.

7. To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

8. Click the Apply button.

   The Inventory module lookup closes, and the new items are added to the Estimated Parts table.

9. Click the Save button.

To modify estimated parts:

1. Click the row for the estimated part you want to modify.

   The Part (Estimates) window opens.

2. Make your changes.

3. Click the Apply button.

   The Estimates page appears.

4. Click the Save button.

To remove estimated parts:

1. Click the check box to the left of the estimated part you want to remove.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional estimated parts you want to remove.

3. Click the Remove button.

   The estimated part records are removed.

4. Click the Save button.