Defining Part Storage Locations

Use the Define Part Storage Locations task to define and edit the storage locations for parts. You can then assign these storage locations to parts, so that you can track parts by their location and transfer parts to the location where they are needed.

A part storage location can represent any physical type of storage location, such as a warehouse, a stock room, a storage cart, or even a craftsperson’s vehicle.

Optionally, part storage locations can be associated with a building and room, or an equipment asset.

Equipment: You can enter a Mobile Asset Code for a mobile storage unit to associate it with an Equipment Code. The Mobile Asset Code links the location to a piece of equipment that acts as a storage location, such as a vehicle or cart. Linking a mobile storage unit to an Equipment Code enables you to create work requests for repairs or preventive maintenance for the unit, and to track it as equipment.
Buildings. Part storage locations can be associated with a building down to the room level. If a storage location is associated with a building, you can:
- View the storage location on a map when locating parts (provided that the building is geocoded.)
- Create purchase orders that use the building's address as the shipping and billing address. After generating the purchase order, you can change this information if needed.
Rooms. If you associate the associate the storage location with a room, you can define the subroom locations of aisle, shelf, cabinet, and bin. See Define Subroom Locations..

Procedure: Define storage locations

To define storage locations:

Select Define Parts Storage Locations task.
The Define Parts Storage Location form appears.
Enter the following information for the location:
- Storage Location Code. The unique identifier for the location.
- Storage Location Name. A name for the storage location.
- Storage Location Description. A description of this storage location.
- Site Code / Building Code / Floor Code / Room Code: Select the location for this storage location, if applicable.
- Mobile Asset Code. Enter the Equipment Code for this mobile storage location, such as a cart or vehicle. This field validates on the Equipment Code ( eq.eq_id.) If you want to track the mobile storage unit in this was, you should enter an Equipment Code for the mobile storage unit.
Click Save.

Delete storage locations

You are not able to delete a storage location that still contains some part quantities, or is included in an active work request, supply requisition, purchase order, or preventive maintenance schedule.

However, archived records in the Historical WR Part Usage (hwrpt) table can still reference the storage location that is being deleted.

Current Parts Inventory report

This cross-table report shows the availability of parts in all storage locations that you have access to. Use the Filter console to restrict the locations by Part Code and Part Classification.

To access details for the storage locations for the parts shown, click on a count. A popup window shows the Quantity Available, Quantity on Reserve, and the Physical Count Quantity for each part contributing to the total.

To access this report, on the Process Navigator or home page, select:

On Demand Work / Building Operations / Operational Reports / Current Parts Inventory