Parts Chargeout

Manual Parts Charge-Out Page

Overview

The Manual Parts Charge-Out page allows users to create and review 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. Rows in this table are display-only - they cannot be edited or deleted (see Correcting a Charge-Out Posted by Mistake below).

• 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.

Correcting a Charge-Out Posted by Mistake

A manual charge-out is final once you select Post. The History grid is for review only - there is no delete, void or reverse action for a posted charge-out, and the Quantity and Price fields do not accept negative values, so a charge-out cannot be offset by posting a second one. Manual charge-outs are account-based records and are separate from parts posted to a work order, which have their own reversal option (see Reverse a transaction).

If a charge-out was posted by mistake:

1. Correct the inventory. Posting a charge-out lowers the on-hand quantity in the bin you selected. To put the parts back, adjust the bin quantity on the part file - see Manual Part Inventory Count Adjustments. The adjustment is recorded on the part file; it does not remove or change the charge-out row in History or on the Manual Parts Charge Out report.

2. Note the correction. Keep the reference number, requestor and date of the mistaken charge-out with your accounting records so the account charge can be excluded when the report is reviewed.

Permissions

Required Permission

• Access Parts Charge-Out

Default User Groups with Access

• Admin

• Parts Manager

• Shop Manager

• Facility Admin