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General Information about Update Part - Inventory

What are Parts?

The part register is the most important and fundamental register in a system such as MONITOR. A part (in some other systems "parts" are known as "items" or "articles", but in MONITOR we use "part") is purchased, sold and manufactured and you can perform requirements planning, physical inventory and inventory values for parts, as well as create product calculations for parts, link parts to different price lists, create statistics, etc.

In other words, many of the functions in this system are based on parts. The part register consists of different types of information that supports all the different functions. The primary information on a part is: part number, part name, unit, part type and standard price. Other information includes prices, planning settings, location, classification terms, order information, etc. The main principle is that only the primary information must be entered on a part in order to use it in some of the fundamental functions of the system, such as order management.

All other information that can be entered for a part is intended for more advanced functions, or to provide higher-level system support.

IMPORTANT! You should carefully consider and think through your part numbering system, and what your part names should look like, before you start creating parts. You should also envision approximately how they will be used in the system, and then create an instruction of what information will be used in the part register and how. You can document this instruction in the Update Instructions procedure in the Global Settings (when you have the Update Part procedure open). When opening the Update Part procedure next time, you will see the Instruction symbol in the Window functions. You can read about customized instructions and the Help function in the Guides & Reference Manuals chapter in the MONITOR Basics guide.

Where and How Do I Maintain the Part Register?

You can create, modify and delete parts in this procedure, Update Part - Purchase, Update Part - Sales and Preparation procedures.

You can copy an existing part to a new part using Save as... under File on the Window menu. Read more about this function under Copying Records in the chapter called General Information in the MONITOR Basics guide.

All these procedures (except Preparation) consist of a number of tabs that contain different information about the part under each respective tab. All fields exist in the procedure in the Inventory module. In the Purchase and Sales modules, the window is identical but the Manufacturing and Planning are missing. These windows contain a reduced amount of information directed mainly towards the respective purchase/sales order management Please note that the General and Budget tabs in the Purchase and Sales modules are identical.

Apart from these tabs, you can also activate an extra tab called Extra info. This tab consists of a number of fields where you can enter optional information that you e.g. can load in a list in the Custom Reports module (which is a supplement to MONITOR). This tab is only available if you have configured the setting Show Extra Info Tab in Update Part?, under Parts under the Inventory tab in the Settings procedure.

You can also create parts in the Preparation procedure in the Manufacturing module. In connection with preparations in which you construct a structure for a part, you can create the part directly in the part register. In this case, you can enter the primary information for the part. It is also possible to change this part information from the Preparation procedure.

All created parts can be printed out in lists. The lists can be printed on a printer or viewed on your screen. When viewed on your screen (Display List), you can also make certain changes in the part register. You can change different things, depending on the list type and the selections you have made for the list. It is handy to modify and maintain the part register directly from lists, for example when you are modifying information for several parts at a time; while the update windows are more convenient when you are modifying several things on few parts. Basically, everything that can be updated on a part can also be printed and changed in different lists.

The different lists that can be used to print and modify or update the part register are Part List - Inventory, Part List - Purchase, Part List - Sales and Price Adjustment. Other part lists include price lists, statistical lists, requirement lists, inventory lists, etc. They can be found under the order modules and the Inventory module. These lists show information about parts, but do not all contain updating options.

There is a special procedure used to translate the name and additional name of a part, called Translate Part. This procedure also exists in the Purchase and Sales modules.

What Does This Window Contain?

The window consists of a heading row, where you enter the part number, name and part type. Each part has some fields that can be updated, and some fields that can only be read. Some information that can be updated or only viewed onscreen can also be accessed via certain buttons in the window. The fields and buttons that apply to the selected part are structured under different tabs. The available tabs in each procedure are:

Window Functions

Read more about the Window functions under Window Functions in the MONITOR Basics guide.

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