Creating a part

  1. Select Inventory > Setup > Create Part Catalog.
  2. Specify this information:
    Part #
    Type an identification code for the part.
    Part Description
    Type a description of the part.
    Specify information you want to record for this part
    Select the check boxes for the types of information that you want to record for the part.

    Based on the check boxes that you select, Infor Public Sector will show additional grids that you can use to record specific types of information for the part, such as the stock area where the part is stored, assets that the part is used for, and parts that can be substituted for the current part.

  3. Click Next.
    Note: You can click Save on any page to create the part record without recording additional information.
  4. Provide any other information about the part.
    Select Serialized Part if your agency keeps track of the serial numbers of parts of this type. If a part is serialized, you must specify a serial number for each part that you receive. The serial number will also be required for all subsequent transactions. Similarly, you can select Lot Tracked Part to keep track of the lot numbers for parts of this type. A lot number identifies a group of parts that were received together, and a serial number identifies a single part.
  5. Click Next to specify additional information for the part.
    • If you selected Kit on the previous page, Infor Public Sector shows a This Kit is comprised of grid. A kit is a part that is made up of other parts, such as a vehicle tune-up kit that is made up of various tools. To assign parts to the kit, click Add above the grid.
    • If you selected Specify parts which may be substituted for this part on the initial page, Infor Public Sector shows a Substitute this part with grid. Add the parts you want to the grid, and then click Next.
    • If you selected Specify parts this part may be substituted for on the initial page, Infor Public Sector shows a This part may be substituted for grid. To specify parts that can use the current part as a substitute, add them to the grid and then click Next.
    • If you selected Specify assets which use this part on the initial page, Infor Public Sector shows an Associated Assets grid. To specify assets that use the current part, add the assets to the grid and specify the number of parts to associate with each asset. Then click Next.
    • If you selected Specify where this part is stored on the initial page, Infor Public Sector shows a Storage Information grid. To assign the part to a stock area, specify the stock area in the grid. Specify the stock location, if applicable, in the Location field, the units in which the stock is issued in the Unit of Issue field, and the number of parts in each unit of stock in the Qty per Unit of Issue field. Then specify any other information about the part under Order Information and Associated Information and click Next.
  6. After you've finished recording information for the part, click Save.