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Entering parts

Note: This functionality is available only if you have the Estimating Add-On Module, or the Inventory Add-On Module, or the Service Receivables Add-On Module.

Before entering parts

Consider the following points:

If you are entering dimensional lumber, enter the lumber dimensions following a specific format.
Parts that inventory activity or quantity remaining cannot be deleted from the system until year-end.
You can create part records for labor parts.
You can include an image of the part.
You can include the location of a specifications document.

To enter a part:

Open 9-2 Parts.
Do the following:
1. In the data control text box, enter the part number.
2. In the Description text box, enter the part name.
3. In the Alpha Part# text box, enter the vendor’s part number.
4. In the Unit text box, enter the unit of measurement.
In the General Information tab:
1. In the Part Class text box, enter the part class number.
2. In the Cost Code text box, enter the default cost code to use with takeoffs.
3. In the Cost Type list, click the cost type.
4. In the Task text box, enter the task number for scheduling and critical path management.
5. In the Manufacturer text box, enter the manufacturer’s name.
6. In the Manuf. Part# text box (manufacturer’s part number), enter the part number assigned by the manufacturer.
7. In the MSDS# text box (Material Safety Data Sheet number), enter the MSDS number for the part.
In the Cost, Billing and Ordering tab, do the following:
1. In the Default Cost text box, enter the cost of the part.
2. In the Last Updated text box, enter the date when you last updated the part price. When you import or update a part, Sage 100 Contractor automatically changes the date.
3. In the Markup % text box, enter the markup rate.
4. In the Billing Amount text box, enter the default billing amount.
5. In the Minimum Order Qty (quantity) text box, enter the minimum number of parts to order.
6. In the Package Quantity text box, enter the number of parts contained in a package. When using this part in a takeoff, Sage 100 Contractor rounds up the quantity to the next package of parts.
7. In the Unit Weight text box, enter the weight in pounds for shipping.
In the Labor tab, do the following:
1. In the Labor Part# text box, enter the associated labor part.
2. In the Quantity text box, enter the quantity.
In the Inventory tab, do the following:
1. If the part is normally kept in stock by your company, select the Stock Item checkbox.
  You need to inventory valuation method must be designated to select this option. After the checkbox is selected and activity has occurred for that part in the system, the checkbox will be unavailable and cannot be cleared.
2. If the part uses serial numbers, click the Serialized Item checkbox.
3. If it is mandatory that the part come from inventory, click the Required from Inv. checkbox.
4. In the Default Location text box, enter the inventory location.
5. In the Bin# text box, enter the number of the bin where the part is located.
6. In the Reorder Quantity text box, enter the level of inventory at which you need to reorder the part.
In the Service Equipment tab, do the following if the part is used in service work:
1. If you want to add the part to a client’s equipment list, select the Service Equipment Item checkbox.
2. In the OEM Warranty Duration text box, enter the number of months of the OEM warranty.
Click File > Save.