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Part admin configurations

Setting the part reorder point calculation

The part reorder point calculation setting allows you to choose how the system determines when a part needs to be reordered. *Note: The feature below is only available to clients who have purchased Asset Essentials Enterprise. Please contact your Sales Representative or Client Services if you are interested in purchasing Asset Essentials Enterprise.

 

  1. Click on the Admin menu icon, then select Configurations.
  2. Select System Settings from the Misc section.
  3. Click the Edit button.
  4. Under the General section, set the Part reorder point calculation. *Note: To receive these notifications, the user must have the when there are parts that need to be reordered box checked under the My Profile page, Email me section. 
    • Below or equal to reorder point (industry standard) - This setting will trigger a reorder notification when the on hand quantity of a part is equal to or below the set reorder point. *Note: This is the default setting and is the industry standard for reorder notifications. 
      • Include in calculation if Reorder Point = 0 - If this box is checked, parts with 0 on hand quantity will be displayed on the dashboard for reorder.  If it is left unchecked, parts with a quantity of 0 will not be flagged for reorder.
    • Below reorder point (legacy implementation) - This setting will trigger a reorder notification only when the on hand quantity of a part falls below the set reorder point. *Note: This is how the feature behaved prior to the part reorder method enhancement.
  5. Click the Save button.

 

Setting the part min max calculation

The part min max calculation setting allows you to choose how the system determines when a part needs to be reordered. *Note: The feature below is only available to clients who have purchased Asset Essentials Enterprise.

 

  1. Click on the Admin menu icon, then select Configurations.

  2. Select System Settings from the Misc section.

  3. Click the Edit button.

  4. Under the General section, set the Part Min Max Calculation. *Note: To receive these notifications, the user must have the when there are parts that need to be reordered box checked under the My Profile page, Email me section. 

    • Below or equal to Min Value (Industry Standard) - This setting will trigger a reorder notification when the on hand quantity of a part is equal to or below the set min value. *Note: This is the default setting and is the industry standard for reorder notifications.

      • Include in calculation if Min Level = 0 - If this box is checked, parts with 0 on hand quantity will be displayed on the dashboard for reorder. If it is left unchecked, parts with a quantity of 0 will not be flagged for reorder.

    • Below Min Value (Legacy Implementation) - This setting will trigger a reorder notification only when the on hand quantity of a part falls below the set min value. *Note: This is how the feature behaved prior to the part Min/Max method enhancement.

  5. Click the Save button.

 

Setting the part negative quantity control

The part negative quantity control setting allows you to choose if a part's quantity is able to drop below zero. You can apply this setting globally under the Admin Configurations or you can apply this setting to each individual site separately. *Note: This configuration can only be changed by a Global Administrator. For clients that do not have Asset Essentials Enterprise, please contact Dude Solutions Support to have this configuration changed in your account.

Admin configuration

  1. Click on the Admin menu icon, then select Configurations.
  2. Select System Settings from the Misc section.
  3. Click the Edit button.
  4. Under the General section, set the Prohibit quantities of a part to drop below zero:
    • Yes - Any Part transaction that would lead to a negative Part quantity will be prohibited.
    • No - Any Part transaction that would lead to a negative Part quantity will be allowed.

 

Site configuration

  1. Click on the Admin menu icon, then select Sites.
  2. Select the appropriate Site.
  3. Under the Setting section, set the Prohibit quantities of a part to drop below zero:
    • Use System Setting - The Site will follow the Admin Configuration that is set under System Settings.
    • Yes - Any Part transaction that would lead to a negative Part quantity will be prohibited.
    • No - Any Part transaction that would lead to a negative Part quantity will be allowed.