Using Internet Parts Catalogs

Transcription

1 Using Internet Parts Catalogs TRIMS allows you to interface with Internet Parts Catalogs and import manufacturers part numbers, descriptions and prices directly into Work Orders, PM Check Lists and Purchase Orders. TRIMS currently supports the Toro Master Parts Viewer, John Deere JDParts, R&R Products, and PartSmart Parts Catalogs. The intent of this document is not to explain the workings of either the Toro Master Parts Viewer, John Deere JDParts Catalog or R&R Products Parts Catalog but to show how to capture data from these system and import it into TRIMS. Table below shows items imported and created when Importing Internet Parts Catalog information from TRIMS Purchase orders, Work Orders and PM Check Lists. Purchase Orders Work Orders PM Check Lists Line Item with Prices Yes Yes Yes Inventory Items Yes Yes No Budget Account Yes Yes No Vendor Parts Yes No No PSI.TXT Import File When Importing information from Web Parts Catalogs or PartSmart, TRIMS assigns a prefix to all Part Numbers identifying the source of the item. If the new Part Number does not exist in TRIMS Inventory, a new inventory item will be created. Default values for Stock Number Prefix and Inventory Classifications are shown in the table below: Deere Web Toro Web R&R Products Web Stock No Prefix JD TC RR Inventory Class JWB TCM RRP As parts are imported, inventory items are created and assigned to the specified Inventory Classification. If the Classification does not exist, the default classification will be created as Type="I", Charge="P" and Budget Account = "EQ_REPAIR". The EQ_REPAIR budget account will be created if it does not exist. If desired, you may specify the Prefix and Classification to be used by creating the PSI.TXT in the TRIMS Data Folder. Copyright by TRIMS Software LLC Page 1

2 Contents of the PSI.TXT file Value SP:xxx specifies Stock Number Prefix Value SC:xxx specifies Inventory Classification Deere Web Parts SP:JWB=JD SC:JWB=JWB Toro Web Parts SP:TWB=TC SC:TWB=TCM R&R Products SP:SWB=RR SC:SWB=RRP PartSmart (xxx=3 letter PartSmart Manufacturer Code) SP:xxx=P SC:xxx=PSM Copyright by TRIMS Software LLC Page 2

3 Toro Master Parts Viewer The Toro Master Parts Viewer can be accessed over the internet using the following link: 1. Select your Equipment Model and View Assembly Drawings. 2. Select the appropriate Drawing from the list provided. 3. Select Parts from list and enter Quantities required. 4. After all parts have been selected, click on View Pick List. Copyright by TRIMS Software LLC Page 3

4 Parts Pick List below shows a list of all selected parts and required quantities. Once the Parts Pick List is displayed, click on Printer Friendly List. Click Edit and Select All. Click Edit and Copy to place the Printer Friendly Parts Pick List on the Windows Clip Board. Open the active TRIMS Purchase Order, Work Order or PM Check List screen and click on the Import Tool to populate the screen with the selected parts. Copyright by TRIMS Software LLC Page 4

5 John Deere JD Parts The John Deere JDParts Catalog can be accessed over the internet using the following link: 1. Sign In using your User ID and Password assigned by John Deere. 2. Select your Equipment Model, and View Assembly Drawings. 3. Select the appropriate Drawing from the list provided. 4. Select Parts from list and enter Quantities required. 5. After all parts have been selected, click on Parts Checkout. Copyright by TRIMS Software LLC Page 5

6 The Shopping Cart below shows a list of all selected parts and required quantities. Click Edit and Select All. Click Edit and Copy to place the Shopping Cart Parts Availability List on the Windows Clip Board. Open the active TRIMS Purchase Order, Work Order or PM Check List screen and click on the Import Tool to populate the screen with the selected parts. Copyright by TRIMS Software LLC Page 6

7 R&R Products Parts Catalog The R&R Products Parts Catalog can be accessed over the internet using the following link: 1. Select Equipment Parts Schematics and locate the desired equipment. 2. Select the appropriate Drawing from the list provided. 3. Select Parts from list and enter Quantities required. After all parts have been selected, click on Cart Icon to view shopping cart. Copyright by TRIMS Software LLC Page 7

8 Click Edit and Select All. Click Edit and Copy to place the Shopping Cart Parts List on the Windows Clip Board. Open the active TRIMS Purchase Order, Work Order or PM Check List screen and click on the Import Tool to populate the screen with the selected parts. Copyright by TRIMS Software LLC Page 8