Parts Profile: Related Part

Use the Related Part screen to edit a related part or add a related part to the Related Parts tab. A related part is a part that is related, or attached to, another part or parent part. The related part can be imported with the parent part when the parent part number is entered onto a parts invoice or requisition.

The Related Part screen is accessed from the Related Parts tab by clicking a Part Number or by clicking the Click here to add a related part link.

Note:  The Related Part screen uses the PARTLIST file which helps assist parts personnel in knowing what parts are related to each other and in some cases parts that should be sold together.

Adding a Related Part to a Parts Profile

  1. From the Parts list, click the Parts Profile link.

    The Parts Profile: Listing screen appears.

  2. Search for the required part and open it.

    The Parts Profile: Detail screen opens.

  3. Click Updated/View Profile.

    The Parts Profile tab appears.

  4. Click the Related Parts tab.

    Related Parts

  5. Select the Click here to add a related part link.

  6. Enter a Part Number or click the Search icon to search for a part.

  7. Fill in the remaining fields, referring to the table below.

  8. Click Save.

    The related part number is loaded onto the selected parts profile.

Screen Description

Fields on the Related Part screen are:

Field Description
Part Number The related part number.
Quantity The number of related parts you wish to sell.
Pricing Override Percentage The percentage you wish to override the current pricing of the related part.
Comment Attach a brief comment regarding the related part.
Optional

Indicates whether the related part is optional or mandatory when selling the parent part to a sales order. Options are:

  • Yes—the part is optional and can be added to an invoice.
  • No—the part is mandatory and must be added to an invoice.
All Locations

Indicates whether the part is sold with the same parameters, at all locations, when the parent part is sold. Options are:

  • Check—the part is sold with the same parameters (e.g. override percentage) at all locations.
  • Unchecked—the parameters setup for the related part are specific to this location.

Related parts that are selected for a single location have order priority over parts selected for all locations.

Click Save to save changes made on the Related Part screen and return to the Related Parts tab.

Click Delete to delete the selected related part.

Click Close to close the screen without saving and return to the Related Parts tab.

Data Source: PARTRL

Security: 820 - Parts Profile

Revision: 2026.03