Creating a New Part #

///Creating a New Part #
Creating a New Part # 2017-09-11T03:59:27+00:00

Info and Concepts

Part #’s need to be created in the inventory section of aerotrack before they can be listed in purchases, sales, maintenance jobs, or adjustments. These part #’s are the core of inventory management in aerotrack.

A part # may additionally be:

  • ‘Non-Inventory’ (will not be counted or batch-controlled in any way, no average cost will be stored, will not appear in valuations, e.g. ‘FREIGHT’, ‘SUB-CONTRACT’)
  • ‘Inactive’ (will not appear in type-ahead fields, useful for superceded parts)
  • ‘Rotable’ (any part # that can be sent away for repair, e.g. radio, transponder)
  • ‘Lifespan Component’ (these part #’s will appear as monitored lifespan components in your aircraft schedules, e.g. magneto, engine)

It is often the case that ‘Rotable’ parts are ‘Lifespan Components’ too, however this is not always the case e.g. radios and transponders are rotable parts but are not lifespan monitored components. Vice versa, life-limited components are monitored lifespan components, but are not generally repaired e.g. TT Straps on certain helicopters.

Where

Part #’s can be created in 3 ways:

  • From within the inventory list form
  • From within a purchase detail form
  • From within an adjustment detail form

No matter how the part # is created, the result will be a new part # in the inventory list.

Walkthrough

Creating a Part # from the Inventory List

  1. Click the ‘New’ button. Screen Shot 2015-12-09 at 12.31.05 PM Shortcut = Ctrl +N
  2. Type in the part #, description and quantity units in the relevant fieldsScreen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2017-07-03 at 9.36.16 AMScreen Shot 2016-02-22 at 12.25.23 PM
  3. Enter a category from the type ahead category field if the category is not listed, type it in and it will become available for this item and stay in the list for future items.
  4. Enter a manufacturer from the type ahead manufacturer field if the manufacturer is not listed, type it in and it will become available for this item and stay in the list for future items.
  5. Enter the usual supplier and ATA chapter if required.
  6. If the part # is a ‘Rotable’ or ‘Lifespan Component’ make sure these are checked.Screen Shot 2016-02-22 at 12.25.23 PMScreen Shot 2017-07-03 at 9.37.47 AMScreen Shot 2016-02-22 at 12.25.23 PM
  7. In the ‘More Detail’ tab you can enter a ‘Default Bin Location’ for each future batch, as well as re-order levels.
  8. If the ‘Accounting’ tab panel you can set default purchase and sales account codes. These are essential when importing purchase and sales data into your accounting software.

Creating a Part # from within Purchases and Adjustments

  1. Click the ‘New Part…” button in the ‘Line Detail’ tab panel. This will open a ‘New Part’ window.
  2. Repeat steps 2 to 8 as above.

Tips

You must always assign a category to a part # in Aerotrack, most inventory reports will be categorized by this field.

You should always use the manufacturer’s code as the part #, not your adaptation of it. This will make it more easily recognized by suppliers and other users of the system.