The primary information banner that is visible after selecting the vehicle part in RTA Web lists all of the primary information for the vehiclepart record. This article will focus on the fields contained within the primary banner.
Once a vehicle part has been selected, the vehicle part number will be listed at the top of the screen so that the user can always verify the correct vehicle part is being reviewed and/or edited.
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The primary vehicle part banner will always be visible regardless of the tab you select in the vehicle part file. |
Refer to Vehicle Parts File Table of Contents to access the full list of articles related to Displayed Vehicle Part Data in RTA Web here
as well as Adding a Part for detailed summaries of each field
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🔓 Denotes fields that are editable within RTA Web. |
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🔓 Year – The manufacture year for the vehicle will display
🔓 Make – The make input for the vehicle will display
🔓 Model – The model input for the vehicle will display
Odometer Reading – This displays the current odometer based on the last edit made
The odometer is not editable here
Edits to odometers can be made through a Work Order or on the Primary Meter Info banner
Refer to Meter Readings in RTA Web for instructions on how to edit the odometer through the vehicle file
Vehicle Status – This displays the current status of the vehicle
Status cannot be updated here after the vehicle is entered into RTA
Refer to Vehicle Status for instructions on settings and switch set up for Vehicle Status
Status is updated via Work Orders in RTA Web – Refer to Work Order Lines for instructions on Work Orders in RTA Web
Status can also be edited in the desktop version – Refer to Adding a Vehicle for instructions on desktop status editing under the General Tab section
Part Number – The number assigned to the part when added to RTA system (Up to 25 characters)
🔓 Description – The part description entered when the part was added to RTA system (Up to 40 characters)
🔓 Total Quantity – Total on hand in inventory
🔓 Profile Picture – a picture that is associated with the vehicle/asset part can be added by dragging and dropping a file or by clicking browse files and selecting a file from your computer
🔓 VIN – Vehicle VIN will display here if entered
🔓 License – License number for the vehicle displays here if entered
🔓 Class – Displays class associated with vehicle that was input – to edit, you’ll use the drop down and select from the available classes
The classes must already exist
Refer to Vehicle Class Codes for instructions on how to create your classes
🔓 Customer – Displays the customer associated with the vehicle – to edit, you’ll use the drop down and select from the available customers
The customer must already exist
Refer to Customers for instructions on how to create a customer
🔓 Department – Displays the department associated with the vehicle – to edit you’ll use the drop down and select from the available departments
The department must already exist. Refer to Departments for instructions on how to create a department
🔓 Location – Displays the location associated with the vehicle if you are using locations
Next PM – this will display information regarding the next PM schedule coming due
PM schedules will need to have been set up for the vehicle for this to display here
Refer to PM Schedules in RTA Web for setting up PM schedules through the vehicle file
PM Description – Tied to the next PM that is due and PM schedules will need to be set up in the vehicle file before anything displays here
🔓 Operator – refers to the name of the person who drivers the vehicle
Employees have to be added to RTA for them to display in the drop down
Refer to Employees for instructions on adding Employees
Operator Contact – displays the email address associated with the operator – driven by the employee file set up in the link listed with the operator field above
Operator Phone – displays the phone number associated with the operator – driven by the employee file set up in the link listed with the operator field above VMRS and Description – VMRS code associated with the part
🔓 Primary Bin – The Bin/location area for this part
🔓 Part Type – The RTA System separates vehicle costs and usage into eight categories (shown below). More may be added through RTA Desktop. Refer to System Codes for instructions on adding more.
🔓 Account Code – If used, this field can display the general ledger account number or other information for accounting purposes (up to 25 characters)
The information entered in this field can be used in Purchase Orders if the appropriate switch is set to yes in RTA Desktop
In RTA Desktop, click on the System pull down
Click on Set Up System Switches
Click on Main System Parameters
Enter Level 3 Password
Click on Parts Parameters Tab
Enter line number 34 at the bottom and press enter
Set this switch to AUTO to automate the process of posting parts to work orders. In order to use this feature "Prompt WO Number" should also be set to YES, but is not required (switch 32). As each PO line is received, you'll have the option to auto-post the part OR receive the part to stock
If you choose Auto-Post, the system automatically posts the entire quantity ordered on the PO line to the specified work order and work order line
Set this switch to NO to skip this prompt and always receive parts to stock
🔓 Unit Price – The per unit cost for the part when purchased from the vendor
🔓 Markup – Displays the percentage markup generated for the part when applied to a work order
🔓 Sell Price – Displays the total sell price for the part which would include the markup percentage if one is entered
If no mark up is entered, the sell price should be checked
Chargeable Options Displayed
🔓 Parts - if selected, items will be noted and charged to work orders to which they are applied
🔓 Shop Supply - if selected, this part is something either
not chargeable because its cost either cannot be associated with one specific job (ie. safety goggles) or
its cost is so diminutive individually, that it is too difficult to associate with one specific job (ie. solder, bolts, etc.
Options Displayed
🔓 Stocked - if selected, RTA creates requisitions for stocked parts when the inventory level falls below the reorder point set in the Inventory tab
🔓 Consignment – if selected, this part is flagged as a consignment part and the option exists of including or excluding their values from part inventory lists