Part Kit Management and Process

Group your parts into kits. This allows you to create kits within RTA which can quickly be charged out to work orders.

• Part Kit Overview

• Creating A Part Kit

• Assigning a Part Kit to a PM

  • PM Pre-Assigned Part Kits in Work Orders

• Part Kits on the Fly

Part Kit Overview

A part kit is two or more parts that are used in conjunction with a particular job. There are many advantages to setting up and using part kits, including the following:

• Standardize jobs-PM work, putting a vehicle into or out of service, brake or suspension work

• Determine if parts are in stock prior to scheduling jobs

• Facilitate pulling of parts needed for the jobs

• Save time posting part entries

Part kits can be set in an asset’s PM records or added to WO Lines individually. When assigned to a PM schedule in the asset file, when a work order line is added for a PM service, the part kit number will be displayed when posting parts to the work order. The part kit can then be posted to the work order and all the components in the part kit will be posted at once.

Part kits can be used for any type of job that always uses the same group of parts.

Examples of Part Kits

Creating A Part Kit

1. Access the Part Kits section in the main menu under Part Management> System Settings.

2. Click the button.

   

3. Enter the following information:

   1. Part Kit Number = Assign the kit a file number (see the examples above for ideas on creating a number that is descriptive and easy to identify)

   2. Part Kit Description = Type out a description that gives detail regarding the part kit and its use case

   3. VMRS and Description = Select the appropriate VMRS job code relevant to this kit (what job being performed uses this kit?)

   4. Cross-Reference = This will default but can be changed as long as it is unique

   5. Account Code = This is only applicable if the account codes are set up in the RTA system and being used

   6. Unit of Issue = Enter the number of kits to be used at the job level

   7. Classification = Use this field if wanting to classify the part kit

   8. Bin Number = If compiling all the parts together to create a physical kit, use this field to denote where the kit is located

   9. Create Tags = Check this box if printing part tags for this kit

   10. MSDS = Check this box to indicate that a materials safety data sheet is available for this part kit

   11. Add a profile picture for the part kit if desired

   12. Click Create

       

Assigning a Part Kit to a PM Schedule

1. Click on the Assets Path in the main menu

2. Search and select an asset by clicking on it

3. Click on the Technical Info Tab in the asset file

4. Click on the Preventative Maintenance Schedule where the part kit will be assigned

5. Click in the PM Part Kit field

6. Select the part kit to be added or start typing the name of the part kit to find it

7. Click the check mark to save the selection in the field

PM Pre-Assigned Part Kits in Work Orders

If pre-assigned in the PM Schedule, or assigned on the Work Order before posting, a notification will show on the posting tab in the work order.

The work order line for the PM will also show the Part Kit title in the line details by clicking on the work order line and clicking the edit button.

Refer to Work Orders TOC for more information on work order creation and posting.

Part Kits on the Fly

If a part kit was previously created but is not assigned to an asset’s PM Schedule or previously assigned as part of the Work Order Line, the user is able to use the Part Search to look it up, then post the kit as if it were any other traditional part.

Certain details will want to be researched ahead of time, in the case that the Kit has the same name, or a similar name to other kits like it. For example, RTA shows multiple Kits created for a PM-A job, based on the vehicle size.

PMBLD - Light Duty PM-A

PMBMD - Medium Duty PM-A

PMBHD - Heavy Duty PM-A

PMBTR - Trailer PM-A

Search the “PMB” or “KIT” if you know those details, but the user will need to select the proper kit to add to the Work Order Line.

Click the Kit you want to use, and set the quantity and posting date before selecting Post. The parts included in the kit will be posted as Transactions.