Parts Chargeout

Manual Parts Charge-Out Page

Overview

The Manual Parts Charge-Out page allows users to create, review, and manage manual part charge-outs efficiently. This page includes autofill and filtering features to streamline the charge-out process and maintain accurate records.

Creating a New Charge-Out

Step 1: Set the Date

• The Date field defaults to today’s date.

• Once you update the date, the system will remember your selection.

Step 2: Enter a Reference Number

• Add a Reference Number for the charge-out to help with tracking and reporting.

Step 3: Add Request Details

• Fill in the Requestor name.

• Enter the Reason for the Request.

Step 4: Add Part Information

• Enter the Part Number.

  • The Description will auto-fill based on the selected part.

• Input the Quantity and Price.

  • The Total will auto-calculate based on:

    • The average selling price, or

    • The stack record if using FIFO.

• Optionally, enter an Account Number for accounting purposes.

  

Manual Charge-Out History

Below the entry section, you’ll find the Manual Charge-Out History table.

• This table displays all manual parts charge-outs from the last 30 days (adjustable as needed).

• The grid shows up to 10 rows by default and supports scrolling for additional records.

Columns & Features

Each column supports filtering and sorting.

Permissions

Required Permission

• Access Parts Charge-Out

Default User Groups with Access

• Admin

• Parts Manager

• Shop Manager

• Facility Admin