Associating parts with compatible units libraries - HxGN EAM - 12.0.1 - Help - Hexagon

Associate parts with compatible units library records. The parts added here define which parts are required to complete a job for this compatible units library record.

View all parts associated with this compatible units library record. Edit a part description if the part has not been used in other parts of the system.

The Edit Parts Description pop-up window is only available for parts with N class designation. These are new parts created on the selected screen; parts which can have their description changed. However, when the description is changed the part is no longer accessible in the Edit Parts Description pop-up for editing.

1. Select Work > Compatible Units > Compatible Units Library.

2. Select the compatible units record for which to add parts, and then click the Parts tab.

3. Click Add Part.

4. Specify this information:

   Part - Select the part to add to the compatible units library record.

   Quantity - Specify the quantity of the part to add.

   Price Override - Optionally, specify a monetary rate to use as an override for the standard cost of the part.

   Action Type - Select Abandon, Install, Remove, or Transfer as the type of the action which the part would be considered for when the compatible units library record is associate with a CU estimate.

   Store - Optionally, specify the store associated with the part.

5. Optionally, click Create Part to define a part for the compatible units library record. Create a part when the part you need to add is not already defined in the system.

   Part - A unique identifying code for the part is automatically populated. In the adjacent field, specify a description for the part.

   Part Org. - Specify the organization for the part.

   UOM - Specify the unit of measure for the part.

   Quantity - Specify the quantity of the part to add.

   Price Override - Specify a monetary rate to use as an override for the standard cost of the part.

   Action Type - Select Abandon, Install, Remove, or Transfer as the type of the action the part performs.

   Store - Optionally, specify the store associated with the part.

6. Optionally, select the Perform Reservation check box to indicate a reservation should be made for this part when it is associated with a CU estimate and work order activities are generated for the estimate.

7. Optionally, select one or more materials adjustments for consideration when the compatible units library record is associated with a CU estimate. These adjustment factors are considered when calculating costs associated with materials when performing compatible units cost estimation.

8. Click Submit.

9. Optionally, to edit a part description, click Edit Parts Description. Specify the new part description, and then click Submit.