To add a part to a materials catalogue

The procedure to add a part to a materials catalogue is as follows:

1. Navigate to Quick Menu > Materials > Configuration > Internal Part Catalogue. The Internal Part Catalogue window is displayed.
2. Expand a materials catalogue structure within the selection pane and highlight the relevant category heading, or type its name into the Search Categories field. By default the list is filtered to show Current catalogues and their associated categories. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. With the chosen Category name displayed in the corresponding field, click on Add Part To This Category. The Add Parts to Catalogue window is displayed.
4. To identify applicable Part codes via the bulk selection window: (a) Click on the adjacent spy-glass icon () - The Select Parts to Add to Category window is displayed, revealing all individual parts listed within the centralised Parts Master 2; (b) Activate the tick box against a subset of parts to be included within the catalogue; (c) Click on Add to transfer the chosen entries to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status 3; (d) Click on Select - A concatenated list of the chosen part codes is displayed in the corresponding field.
5. Choose an Effective from date for this part code subset i.e. the date on which it came into effect for the materials catalogue 4.
6. Choose an Effective to date if the part code subset's inclusion within the materials catalogue is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will remain in perpetuity.
7. Click on Save. The selected part code entries are displayed in the Parts Linked To Category summary table 5.

Notes

1 The Search Categories field will match against any element of the catalogue title or associated sub headings.

2 The returned results can be refined further by entering a component of the part code or description into the dynamic search field provided.

3 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer asset records out of the right ('required') pane.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 The subset of part code entries will also be visible when highlighting either a 'parent' category heading or the overarching materials catalogue name.

See related topics...

Materials record maintenance overview

To remove parts from a materials catalogue

To create a new materials catalogue

To define the category structure of a materials catalogue