Inventory - Facility Center

The Inventory section of Facility Center allows you to manage parts and assets for their facilities. These parts and assets can be anything from light bulbs to plumbing parts, and are configurable. When completing a work request, service providers can search for the parts they used to complete the maintenance using Facility Center's inventory database.

ClosedMaterial Type

The Material Type section allows you to search the available material types in the system.

Note:

You can view all available material types by clicking the Search button without entering any search criteria.

To view material types:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Material Type.

  3. Select a Category from the Category field.

  4. Enter an Inventory Type into the Inventory Type field.

  5. Click the Search button.

    The Material Types List page opens. Your search results display in a table.

To return to the Search function, click the Search button Pictured is a gray button that has a magnifying glass hovering over a piece of paper..

To export the Material Types List to Excel, click the Excel button Pictured is a gray button that has the Microsoft Excel icon on it..

To export the Material Types List to PDF, click the PDF button Pictured is a square gray button with a PDF icon..

To change the way the Materials Types List is sorted, click the Sorting button Pictured is a square button that has three pieces of paper on it. The pieces of paper are each a different color..

ClosedParts List

The Parts List section allows you to search and create parts in the material type categories to house physical inventory.

ClosedSearch for Parts / View Inventory

You can view the complete parts list by clicking the Search button without entering any search criteria.

To search for parts and view your inventory:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Parts List.

  3. Enter any of these optional search criteria:

    • Category

    • Part Number

    • Description

    • Manufacturer

    • Model

    • SKU

    • Active WOM (Work Order Management)

  4. Click the Search button.

    The Parts List page opens. The items in your inventory which match your search criteria display in a table.

  5. Click the View Inventory button Pictured is a gray button that has a pair of binoculars on it. to view more detail about the items in your inventory.

To return to the Search function, click the Search button Pictured is a gray button that has a magnifying glass hovering over a piece of paper..

To export the Parts List to Excel, click the Excel button Pictured is a gray button that has the Microsoft Excel icon on it..

To export the Parts List to PDF, click the PDF button Pictured is a square gray button with a PDF icon..

To change the way the Parts List is sorted, click the Sorting button Pictured is a square button that has three pieces of paper on it. The pieces of paper are each a different color..

ClosedCreate New Parts

To create a new part:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Parts List.

  3. Enter any of these optional search criteria:

    • Category

    • Part Number

    • Description

    • Manufacturer

    • Model

    • SKU

    • Active WOM (Work Order Management)

  4. Click the Search button.

    The Parts List page opens. Your search results display in a table.

  5. Click the Add New button Pictured is a square gray button with a blank sheet of paper on it..

  6. Select the Category from the Category field.

  7. Enter a Description into the Description field.

  8. Enter any additional information into the remaining fields.

  9. Click the Save button.

    The system automatically creates a Part Number for your new part.

    The system asks if you would like to add another part.

    • Click Yes if you would like to create another part.

      The Add Part page opens.

    • Click No if you would not like to create another part.

      The Parts List page opens.

ClosedEdit Parts

Note:

You can view changes which have been made to a part by clicking the Change History button Pictured is a gray button that has a magnifying glass examining pieces of paper. on the Edit Part page.

To edit a part:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Parts List.

  3. Enter any of these optional search criteria:

    • Category

    • Part Number

    • Description

    • Manufacturer

    • Model

    • SKU

    • Active WOM (Work Order Management)

  4. Click the Search button.

    The Parts List page opens. Your search results display in a table.

  5. Find the part you want to edit.

  6. Click the link in the Part Number column for the part you want to edit.

    The Edit Part page opens.

  7. Make your changes.

  8. Click the Save button.

ClosedAdd Inventory

To add a part (or parts) to your inventory:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Parts List.

  3. Enter any of these optional search criteria:

    • Category

    • Part Number

    • Description

    • Manufacturer

    • Model

    • SKU

    • Active WOM (Work Order Management)

  4. Click the Search button.

    The Parts List page opens. Your search results display in a table.

  5. Find the part you want to add into your inventory.

  6. Click the View Inventory button Pictured is a gray button that has a pair of binoculars on it..

    The Inventory List page opens.

  7. Click the Add New button Pictured is a square gray button with a blank sheet of paper on it..

    The Add Part Record page opens.

  8. Enter all required information, indicated in red. This includes:

    • Building

    • Order Lag Time - how long between an order is placed and when it is delivered

    • Reorder Minimum

    • Reorder Maximum

    • Quantity

  9. Enter any additional information which is not required.

  10. Click the Save button.

    You are returned to the Inventory List page. Your new part is added to the inventory list.

    You may now navigate away from the page.

ClosedEdit Inventory

To edit a part (or parts) in your inventory:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Parts List.

  3. Enter any of these optional search criteria:

    • Category

    • Part Number

    • Description

    • Manufacturer

    • Model

    • SKU

    • Active WOM (Work Order Management)

  4. Click the Search button.

    The Parts List page opens. Your search results display in a table.

  5. Find the part you want to add into your inventory.

  6. Click the View Inventory button Pictured is a gray button that has a pair of binoculars on it..

    The Inventory List page opens.

  7. Click the Edit button Pictured is a small gray button with a pencil on it. next to the inventory line item you want to edit.

    The Edit Part Record page opens.

  8. Make your changes.

  9. Click the Save button.

    You are returned to the Inventory List page. Your part is updated.

    You may now navigate away from the page.

ClosedInventory

The Inventory section allows you to search your existing inventory. You can filter their results or view a complete list of items. The generated report lists item costs, quantity on hand, and typical order lag time.

ClosedSearch / View Inventory

Note:

You can view your entire inventory by clicking the Search button without entering any search criteria.

To search your inventory:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Inventory.

    The Search Inventory page opens.

  3. Enter your search criteria into the Search function.

  4. Click the Search button.

    The Inventory List page opens. Your search results display in a table.

    Parts can have multiple lines in the Inventory List, because parts can exist in multiple locations.

To return to the Search function, click the Search button Pictured is a gray button that has a magnifying glass hovering over a piece of paper..

To export the Inventory List to Excel, click the Excel button Pictured is a gray button that has the Microsoft Excel icon on it..

To export the Inventory List to PDF, click the PDF button Pictured is a square gray button with a PDF icon..

To change the way the Inventory List is sorted, click the Sorting button Pictured is a square button that has three pieces of paper on it. The pieces of paper are each a different color..

ClosedEdit Inventory

To edit your inventory:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Inventory.

    The Search Inventory page opens.

  3. Enter your search criteria into the Search function.

  4. Click the Search button.

    The Inventory List page opens. Your search results display in a table.

  5. Find the record you want to edit.

  6. Click the Edit button Pictured is a small gray button with a pencil on it. next to the record you want to edit.

    The Edit Part Record page opens.

  7. Make your changes.

  8. Click the Save button.

    The Inventory List page opens. Your changes are saved.

ClosedAdd a Part Record

To add a part record to your inventory list:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Inventory.

    The Search Inventory page opens.

  3. Enter the search criteria for the item you want to add to your inventory into the Search function.

  4. Click the Search button.

    The Inventory List page opens. Your search results display in a table.

  5. Find the record that you want to add inventory to.

  6. Click the Add New button Pictured is a square gray button with a blank sheet of paper on it. at the right side of the table for the record you want to add inventory to.

    The Add Part Record page opens.

    Make sure that you have selected the correct record before making any changes. You can do so by reviewing the part number and description at the top of the page.

  7. Complete these required fields:

    • Building

    • Order Lag Time

    • Reorder Minimum

    • Reorder Maximum

    • Quantity

  8. Complete the optional fields.

  9. Click the Save button.

    The Inventory List page opens. Your changes are saved.

ClosedReceipt Entry

To enter a receipt for a purchase order:

  1. Open the Legacy Menu.

  2. Navigate to Facility Center > Inventory > Receipt Entry.

  3. Complete these required fields:

    • Category

    • Part Number

    • Location

    • Receiving Supplier

    • Quantity Received

  4. Complete these optional fields:

    • Quantity Ordered

    • Quantity Backordered

    • Unit Cost

    • PO Number

  5. Click the Save button.

    The system displays a message which says the record was saved successfully. You may now navigate away from the page.

    The quantity listed in the Inventory and Parts List pages is updated.

 

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