Parts and Purchasing with MC v7.0

1. V7.0-04|Parts and Purchasing with MC v7.0
MC University

2. MC University
Agenda
Parts (Inventory) Updates
Rotating Parts Enhancements
Purchase Order Updates

3. MC University
Parts (Inventory) Updates
Multi-Bin
Part Checkout Enhancements
Miscellaneous Changes

4. MC University
Multi-Bin
Multiple Bins can now be used for same Part
in a given Stock Room
• Duplicate Part Location records (different Bin)

5. MC University
Multi-Bin (cont’d)
All Part Location records must now specify a
bin
• Any Parts without bin filled in with “DEFAULT”

6. MC University
Multi-Bin (cont’d)
Bin is stored and displayed when adding Part
to a Work Order or Purchase Order

7. MC University
Multi-Bin (cont’d)
Order Parts feature enhanced to specify
reorder by bin balance / reorder settings or
total quantity

8. MC University
Multi-Bin (cont’d)
Transfer Inventory tool enhanced to utilize bin
updates

9. MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-04 – Using Multi-Bin for Parts in
Multiple Stock Rooms Example 1

10. MC University
Part Checkout Enhancements
Part Checkout feature now is permission
based
Allows Parts to be tied to existing or a new
Work Order

11. MC University
Part Checkout Enhancements (cont’d)
Can be configured by using Inventory
Preferences

12. MC University
Miscellaneous Changes
Several miscellaneous changes made to
enhance Parts:
• Apply Counts allows specific Stock Room(s) for
counts to be applied

13. MC University
Miscellaneous Changes (cont’d)
• New Events to notify when On Hand or Available
Inventory is at reorder point or out of stock

14. MC University
Miscellaneous Changes (cont’d)
• Maintain relationship of Parts tied to Assets using
the Part Related Info tab

15. MC University
Rotating Parts Enhancements
Work Order Module Updates
Part Utilities Modifications
Multi-Bin
Compound Assets

16. MC University
Work Order Module Updates
Rotating Parts enhanced with lookups and
validations for correct identification to rotate
onto Work Order’s Asset
• Ensures user cannot leave page without
specifying serial number

17. MC University
Work Order Module Updates (cont’d)
Required information can be entered on Work
Order Costs Tab (Actuals Sub-Tab)

18. MC University
Work Oder Module Updates (cont’d)
All Serialized Parts must have serial number to
be rotated

19. MC University
Parts Utilities Modifications
Part Utilities (Count, Adjust On Hand, Part
Checkout, and Transfer) modified to exclude
rotating Parts
• Ensures Rotating Parts not deleted when
Inventory reduced

20. MC University
Parts Utilities Modifications (cont’d)
Reductions to Inventory (and transfers)
should be managed within Asset Tree
• Ensures correct records are affected

21. MC University
Multi-Bin
Rotating Parts support multiple bin
designations
Additional levels added to Stock Room node
of Asset Tree for bins

22. MC University
Compound Assets
Rotating Parts can now be nested (Compound
Asset)
When rotated, the Asset is disassembled and
placed into respective folders

23. MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-04 – Viewing and Interacting With
Rotating Parts in v7.0 Example 2

24. MC University
Purchase Order Updates
New Sub-Status Field
PO Report / Printout Enhancements
Reset Approvals

25. MC University
New Sub-Status Field
New Sub-Status field added to PO Details tab
to track a more finite level of status

26. MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-04 – Setting a Purchase Order Sub-
Status Example 3

27. MC University
PO Report / Printout Enhancements
Enhanced to support inclusion of five User
Defined Fields (UDFs)
• Set through Purchase Order preferences

28. MC University
PO Report / Printout Enhancements (cont’d)
New preferences for Line Items to show:
• Taxable indicator
• Tax rate and cost
• Line Item comments

29. MC University
PO Report / Printout Enhancements (cont’d)
Additional display preferences include:
• Shipping Date
• Purchase Order Notes
• Bill To (even when Ship To is same)

30. MC University
Reset Approvals
New preference to reset Approvals
• Resets all vs. only last

31. MC University
Interactive Example
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• V7.0-04 – Add UDF to PO Report Example 4

32. MC University
Don’t Forget Your Homework!
Watch the previously recorded course Video
or review the course Slides
Practice your new skills with the Interactive
Examples
Test your knowledge of the course material
with the Quiz
Review the other MC v7.0 courses

33. Thank You for
Attending!