Setting Up Parts Maintenance

The Maintenance Parts Setup option allows users to create records for parts maintenance. It also allows users to view vendors, inventory of parts in the property.

Breakpoint: 70015 - Maintenance Parts Setup (Front Office - Housekeeping)

Perform the following steps to create a part maintenance record:

Navigate to Housekeeping à Maintenance à Maintenance Parts Setup.

Click Create Maintenance Part. The Create Maintenance Part screen appears.

Refer to the following table and fill in the fields:

Field

Description

Part Code

A unique code to identify the part that is under maintenance.

Up to 15 alphanumeric characters are supported.

Part Description

The name or description of the part.

Up to 50 words are supported.

Bar Code

The barcode number of part (if a barcode is used to store the part).

Up to 20 alphanumeric characters or numbers are supported.

Price ($)

The maintenance cost of the part. The cost can be posted using the Bill Out option on a work order.

Values up to 7 digits are supported.

Category

Select the preferred category from the list of active part categories in the drop-down list. The category names created in the Maintenance Part Categories screen are displayed as options in the drop-down list.

Floor Limit ($)

The floor limit value set at the property. That is, the user can only post charges for a value on and above the limit configured in this field.

The user must be assigned the Override Floor Limit security role to override the configured limit.

Up to 15-digit numbers are supported.

Ceiling Limit ($)

The ceiling limit value set at the property. That is, the user can only post charges for a value lower than the limit configured in this field.

The value entered as the ceiling limit must be less than or equal to the default amount of the post type.

The user must be assigned the Override Floor Limit security role to override the configured limit.

Up to 15-digit numbers are supported.

The Vendor section lists the records of the vendors created in the Maintenance Vendors Setup screen. This section allows the user to select the vendors who supply this part and enter the vendor’s fee for the part in the Cost column. 

The Inventory section displays the inventory details of the part. Users can use the Quantity column to view the inventory currently in stock and add more quantities to the inventory by entering a value in the Add to Stock column. When the Inventoried option is selected, it indicates that the part must be inventoried, that is, added to the inventory.

Click Save. The record for part maintenance is created and displayed in the grid. 

Users can also perform the following actions in the Maintenance Parts Setup screen:

  • Modify the details of the part maintenance record using the Edit icon.

  • Delete the part maintenance record using the Delete icon. 

  • Search for a part maintenance record using the part code, description, or barcode.

  • Filter records in the grid by selecting a part maintenance category from the Category drop-down list.