Add, view, and delete associated parts to an asset

Managing an asset often involves managing the parts commonly used to repair and maintain the asset. Maintenance personnel need to quickly access part information in order to complete work orders. You can associate part records to asset records so that users can view part information such as type, number, brand, description, and quantity in the asset record. When parts are associated to an asset, these standard parts are loaded into work orders generated for that asset. Users can select a button in the work order form to view the parts associated to the asset and then select parts from this list for issuance to complete the work order.

For information on working with part records, see Part inventory.

Associate parts to asset records so that part information is readily accessible.

To associate a part to an asset

  2. From the Assets page, find and open the asset record you want to update.

  3. Select the Associated parts tab.

  4. Select Look up.

  5. Enter search criteria in the available fields. See Part inventory fields for field definitions.

  6. Select Submit.

  7. Select the part you want to associate to the asset.

  8. Select Select.

  9. Make changes to the Quantity or Comments fields, if desired. The default quantity is 1.

  10. Select Save.

You can view detailed information about an associated part and edit the Quantity and Comments fields.

To view associated part details

  2. From the Assets page, find and open the asset record you want to update.

  3. Select the Associated parts tab.

  4. Select the part name hyperlink.

  5. Make changes to the Quantity or Comments fields, if desired. The default quantity is 1.

  6. If you have made changes, select Save.

You may want to change the parts that are associated to an asset record. The manufacturer’s recommendations for parts may have changed, or you may have discovered a more cost-effective part to use. Deleting a part record from an asset record does not delete the part from the database; rather, it deletes the relationship between the part and the asset.

To delete associated parts

  1. From the Assets page, find and open the asset record you want to update.

  2. Select the Associated parts tab.

  3. Select the part you want to delete from the asset record.

  4. Select Delete.

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