Receive and store customer-supplied parts

  • Gather all or a group of parts that have the same inventory condition to receive them in the same transaction.

When you receive customer-supplied parts for projects that are yet to be scheduled, you add the parts as inventory in Maintenix, and store them in the area of your warehouse that is reserved for the customer.

You can receive and store multiple parts in a single transaction. All parts are processed in one transaction and are assigned the same owner and inventory condition, for example, Ready for Issue (RFI) or Inspection Required (INSPREQ). It is important to receive and store parts that have different inventory conditions in separate transactions.

Note:

The instructions below only apply when receiving parts that have individual serial numbers. Parts shipped in batches that have a common batch number for all items cannot be processed in this procedure. To receive customer-supplied batch parts, you receive them as you would receive your own inventory using the Receive Shipment button. In the inventory details page for the batch, change the owner of the parts to the correct customer.

  1. On your to-do list, Inbound Shipment tab, click Create and Store Inventory.
  2. On the Create and Store page, in the Details Common To All Inventory area, provide the required information. Note the following:
    • Owner: Select the customer that owns this inventory.
    • Condition: Select the inventory condition to apply to all parts you are processing in this transaction.
  3. In Part Number Lookup, enter the part number of an item in the shipment, and click Add Part.
  4. In the Inventory to be Created area, enter the serial number of the part, and press Enter to go back to the OEM Part No. field.
  5. Repeat steps 3 and 4 to enter all remaining parts.
  6. Click Create and Store Inventory.
    A summary page opens listing all the parts created and all parts that were not created in Maintenix because of errors.
If you want to add more information about a specific part, for example, the part shelf-life, copy the serial number, and use Inventory Search to access and edit the inventory record.