Parts Profile

A brief description of the part.

The quantity of parts purchased from a vendor in a single package. The parts per package signifies how the system will maintain inventory on this part.

For example, a vendor may only sell you oil filters in cases of 12, but you can number and sell them individually from your store. When you receipt the part however, you would receipt it as a quantity of 12.

The price and cost loaded on this part should be the list price of one whole package. When the part is sold, the selling price and cost is divided by the Parts/Package to calculate the selling price and cost for a single item.

Note:  If the Use the same Parts Per Package for all locations setting is activated on the System Settings: Division screen, the value in this field must remain the same across all branch locations.

The bin number indicates the part's physical location.

If this field appears highlighted, alternate bins exist. Move the cursor over the Bin number to view alternate Bin location numbers.

If applicable, the part's previous bin number will appear in brackets next to this field.

The part's source of supply code. This typically represents the part's originating warehouse location.

Valid source of supply codes are configured and listed on the Source of Supply screen.

The class code of the selected part.

In conjunction with the Type code, the class code is used to group similar parts together. Valid class codes are configured and listed on the Classes screen.

The type code of the selected part. In conjunction with the Class code, the type code is used to group similar parts together.

Valid type codes are configured and listed on the Types screen.

The return code for the selected part, which indicates whether it is returnable.

New return codes are configured on the Return Codes screen, however vendor-supplied return codes are not configurable within IntelliDealer. For more information regarding a specific vendor's return codes, contact the vendor.

This field will appear highlighted if the selected part number is on an active surplus return. Hover over the field label to display the surplus Return Number.

The price matrix associated to the part. The system uses this to determine the proper price increase percentage for the part.

Valid price matrices are configured and listed on the Price Matrix screen.

The Average Cost The average cost is automatically updated whenever parts are receipted in the system (either through inventory adjustments or parts orders). When a part is returned, the system uses the Average cost to return that part to Inventory. To calculate Average Cost, assume a part is added to the system with a cost of $10.00 and 2 parts are receipted. The average cost is $10.00 for each of these 2 parts. Now assume the cost increases to $12.00 later in the year and 1 additional part is receipted after that cost has increased. The new average cost is calculated as follows: (Old Avg Cost x Old on Hand) + (New Cost x Number of Parts Receipted at New Cost) / Old on Hand + Number of Parts Receipted OR (10.00 x 2) + (12.00 x 1) / (2 + 1) = $10.66of the part.

The average cost of a part is calculated using the Landed Cost The Landed Cost of a part is the final cost of the part on an order after all applicable Order Creation and Order Update cost code factors have been applied to the Current Cost of the part. Cost factors are applied when the part is ordered and receipted into the system based on the order Type (eg. SO: Stock Order, MD: Machine Down, FI: Fill In, etc.) The Landed Cost of a part will, in turn, be factored into the Average Cost of a part (as specified in the Average Cost field of the Parts Profile tab.) For details regarding cost code logic, please see the Cost Code Logic topic in the FAQs and Troubleshooting section of the online help. For details regarding the Average Cost of a part, please see the Average Cost definition in the Glossary section of the online help. of a part which, in turn, is calculated based on the Cost Code assigned to the part profile. For details, see the Cost field description on the Parts Profile screen.

A single demand entry (1) is made by each parts invoice to a part's profile regardless of the number of times that part is sold on that one invoice. Also, only one credit demand entry (-1) is made by each parts invoice regardless of the number of times that part was returned on that one invoice. However, if a part is sold (1) and returned (-1) on the same parts invoice the demand entry is zero because 1 +(-1) = 0.

• Demand is calculated the same way for both parts invoices and work order requisitions.
• A demand is recorded for a parts lost sale, if the Record Demand field on the selected lost sales reason code is active.

Values appearing in this column are for activity to date in the current month.

The number of parts the corresponding branch location has in stock.

A 'future rental adjusted' value will appear in red colored text on parts for non-serialized rentals so that the true On Hand value is displayed without having future rentals considered in the quantity.

The order formula code for this part. This code determines the method to be used in computing the order quantity for a part.

For more information regarding order formula codes, see the Order Formula Codes Summary.

The minimum package quantity that the supplier sells the part in. (e.g. the part could come in a package of 10).

The number of parts needed the next time the part is ordered.

For some order formula codes you can set the order quantity manually, but for other order formula codes system automatically calculates the quantity.

The time (in weeks) it takes the vendor to ship the parts, or the number of weeks between the time part should be ordered and the time that the parts are actually received.

Shifts the sales history used in calculating stock orders. The sales history can be shifted forwards or backwards a specified number of months.

In the first month shift field, if this year's sales activity is expected to be one month earlier than last year, enter 01. If this year's sales activity is expected to be one month later, enter 1.

Indicates the number of months this part is protected from stock transfers. This is NOT a mandatory field but works in tandem with the Protect Code field.

Note:  The Months field will automatically countdown after each parts month end is run. When the countdown reaches zero, the part will no longer be protected.

The protect code is assigned to parts to indicate that the part is to be excluded from all parts transfers.

This code is a dealer defined code and has no edit controls for it's value. The code can also be a number or a letter. This code is also blank by default and is not a required value. Most dealers use this as a letter (eg N - new part for a new model of equipment that they want to protect.) You can use the code by itself or to indicate that number of months you want it protected if you like the number of quantities to protect. Additionally, this code is part of the surplus transfer screen and is used to indicate whether you want to include or exclude protected inventory on surplus transfers.

Note:  Once a protective inventory code (CD) has counted down to zero it resets the CD and Months field to blank.

Used in conjunction with the Do Not Order Date. The number of months (01 to 09) that the part is considered in season, indicating the number of months the part is ordered.

The APR code indicates whether AvailabilityMAX will control replenishment for the selected part.

The source code indicates the location the part is ordered.

The minimum required quantity of a given part that needs to be stocked at the dealership location.

This field is only visible if Configuration > Interfaces > CNH > AMAX is Active.

The quantity of allocated parts.
A part is considered allocated when the part is sold on a rental contract or equipment invoice, or the part is adjusted on a work order. Once parts are invoiced, they are cleared from this field after a rental billing run, and/or a regular billing run has been processed.

Note:  Parts sold on an invoice or work order parts requisition are shown as reserved, (not allocated), until the next billing run.

Defines the movement of the selected part into these categories:

• F - Fast moving parts.
• S - Slow moving parts.
• Z - Zero sales parts; no sales or bin trips in the past 12
• months.
• N - New parts; no sales or bin trips in last 12 months but part added less than "Y" days ago.

Defines the type of activity the selected part has had with these codes:

• N - New part.
• G - Group file maintenance to stocking policy fields.
• S - Positive sale processed by billing run.
• R - Negative receipts through inventory adjustments screen.
• C - Change to OFC parameters (stoking policy) or to sales
• history.
• T - Indicates that this part's history was transferred from a parent part which had a (Blank) activity code. Otherwise the child part would have inherited the parent's activity code during the transfer.
• (Blank) None of the above since last stock order processed this part.