The Parts page serves as a catalog of vendor-supplied parts. Parts information is referenced when part quantities are procured from a vendor for resale to customers. The Parts page defines each part's name, vendor, unit cost, and list price. The list price can be overridden when a specific procurement is created.
Actions
New - Adds a new part.
Edit - Edits a selected part.
Archive - Click the checkbox for a part in the Archived column to remove the part from selection lists throughout the Service Billing module.
- Click this icon to display a list of standard options.
Export - Generates a CSV file of user data provided by the page that you can download. Options include All, Selected, Current Page.
Refresh - Refreshes the page.
Reset - Clears any filtered set on this page.
Add / Edit a Part
Vendor Name - The vendor supplying the part.
Part Name - The name of part.
Unit Cost - The unit standard cost of the part.
List Price - The list price of the part. Can be overridden in a procurement.
Taxable - If checked, this part is taxable.
Vendor Part Number - The vendor's part number for the part.
Serial Number - The serial number of the part.
Description - A description of the part.
Manufacturer - The manufacturer of the part.
Mfr Part Number - The manufacturer's part number.
Override Accounting Options - Displays only if Allow Overrides is checked on the Configuration page. If checked, you can override the default external account code and external class name mapped for an item or fee. If Use Classes is not checked on the Configuration page, then only external account codes can be overridden.
Default Account Code - The product and service code this item or fee is mapped to in the external accounting package.
Default Account Class - The class name this item or fee is mapped to in the external accounting package.
- Click this icon to display a list of standard options.