RELEASE HANDBOOKS > TRAX Version 11 > 11 - Inventory > 11 - Inventory Module

11 - Inventory Module

Auto Exchange Order Out [P/N Pool]

The Auto Exchange Order Out option allows customers to set up an auto generated Exchange Order Out when parts from a P/N Pool Agreement are returned to stock. Once the inventory owner (or Vendor) and the Customer have agreed upon the terms and conditions of the P/N Pool Agreement, the Vendor will then create the P/N Pool in TRAX. The basis of the contract is the Vendors agreement to ensure that the parts needed for the aircraft in the Pool Agreement are available in the specified location and condition at all times. Pool Agreements are specific to a customer and an aircraft and only one contract can exist per aircraft when the Exchange Order Out option is selected. Component pool support allows customers to carry out their operations with high component reliability and availability.

Control Button (via the Inventory Transaction Detail)

RIN SCH/ACT field: This field has been added to the P/N Inventory Control window. This is the Retirement Index Number. The RIN control to apply to a Time Control (if applicable).

Cycle Count Button

Inventory Cycle Count: From the Cycle Count button, the Physical Count Date is available to enter the date the P/N was manually counted.

Inventory Optimization (Rotable), Optimization Tab

Repair TAT Float field: The ACT Float field has been renamed to the Repair TAT Float.

Inventory Transaction Detail, General Tab

Calendar Days field: View the number of Calendar Days accrued against a serialized part.

Inventory Transaction Detail, Optional Tab

Tool Calibration Number field: This is a unique number used to define a tool.

Inventory Transaction, General Tab

Tool Calibration Number field: This is a unique number used to define a tool.

Company field: The following functionality was added in this version: When a part is purchased or sold to another company within the organization, this information will be reflected in the Company field.

A Return To Owner transaction type has been added when a batch is split and some parts are returned to the owner. The system now tracks owned parts that have been returned to their owner.

Company field: When a part is purchase or sold to another company within the organization, this information will be reflected in the Company field.

Checked Out From Location: The Location to which a Tool was originally checked out from, available through the Tools Locator View. This field cannot be utilized with the Protect Location checkbox selected in the user's Security settings. For more information, refer to the Security, General tab.

Inventory Transaction, Tool Locator View

The MFG (manufacturer's) code name and the Approved Certificate Number fields have been added to the Inventory Transaction, Tool Locator View

Checked Out From Location: The Location to which the Tool was originally checked out from. This field cannot be utilized with the Protect Location checkbox selected in the user's Security settings. For more information, refer to the Security, General tab.

Owner Change Button

New Owner: If leaving this field blank/null, the transaction is a change from the old owner to the user and a Fixed Asset is created for the part

Owner Category drop down: The type of ownership and is mandatory once the New Owner is entered

Pool: Parts belonging to a pool agreement with the vendor

Manage: Maintenance organization manage parts in their Inventory that are owned by a particular owner and are to be used only for a particular customer's aircraft

Consigned: Part is still associated with the owner and does not yet belong to the company

None: Does not have a specific Owner Category

Picklist Creation, Prints Tab

The Picklist Creation, Prints tab displays the initial and last user who printed the Picklist, the time the Picklist Print was generated, and the number of prints.

Physical Inventory Generation

Global Count radio button: The Global Count functionality allows the user to generate a count for parts in multiple locations. This option includes parts with a status of: pending inventory, pending technical records, pending repair, and on a transfer order.

None radio button: Select the None radio button to run the Physical Inventory Generation for all parts in inventory and in transit with a status of pending inventory, pending technical records and/ or pending repair. This count option will only generate for one location.

P/N Initial Load

Tool Calibration Number field: This field was added to the P/N Initial Load window. The user must enter the required tool calibration number (if applicable). The Tool Calibration Number field is mandatory when the Tool Calibration Number checkbox is selected in P/N Master, Inventory tab.

P/N Initial Multi Load

Contract option in Loan Category drop down: The Customer Contract associated to the Inventory Owner in the Customer Master, General Tab.

Note: When the 'Contract' Loan Category is selected, the Contract field appears:

P/N Pool

In Version 11, the P/N Pool window has been separated into a Header and Detail window.

P/N Pool Header, General Tab

The P/N Pool Header allows the user to enter any relevant Header information to create a Pool agreement with a customer.

P/N Pool Detail, General Tab

The P/N Pool Detail, General tab allows the user to view the details per line item of a Pool record.

P/N Pool Detail, Revision Tab

The P/N Pool Detail, Revision tab allows the user to view the following revision information regarding a Pool agreement. This tab is informational only and can not be edited or updated.

Revision and Revision Date fields are also available to keep the P/N Pool agreement's information up to date.

P/N Pool Selection

The P/N Pool Selection window allows the user to search for P/N Pool records in the system.

P/N Pool Selection Header, General Tab

Once the user has queried for a certain P/N Pool Agreement, the header information can be viewed via the P/N Pool Selection Header, General tab. The information in this window cannot be updated. It is a query only window.

P/N Pool Selection Detail, General Tab

The P/N Pool Selection Detail, General tab allows the user to view detailed information regarding all of the parts that are a part of a Pool agreement. The information in this window cannot be updated. It is a query only window.

P/N Pool Selection Detail, Informational Tab

The P/N Pool Detail, Informational tab allows the user to view the created and modified information regarding a Pool agreement. This tab is informational only and can not be edited or updated.

P/N Pool Selection Detail, Revision Tab

The P/N Pool Detail, Revision tab allows the user to view the following revision information regarding a Pool agreement. This tab is informational only and can not be edited or updated.

P/N S/N Change Button

The P/N S/N change will not be allowed for tools that are checked out and are not physically located in inventory. The hard warning displayed will read, "May not be changed because this part is checked out."

Return to Stock

When an Exchange Order is created and the part that is received is an interchangeable for the part that was sent, during the Return to Stock transaction for the Sent P/N, the system will recognize that the P/N being returned to stock is an interchangeable part. The system will recognize and maintain the original Exchange Order that was created for the Interchangeable P/N.

Return to Vendor Button

Currency field: The following functionality was added in this version: The currency code to be used for the transaction.

Return to Owner Button

A Return To Owner transaction type has been added when a batch is split and some parts are returned to the owner. The system now tracks owned parts that have been returned to their owner.

Tool Check-In Button

Checked Out From Location: The Location from which the Tool was originally checked out from. This field cannot be utilized with the Protect Location checkbox selected in the user's Security settings. For more information, refer to the Security, General tab.

Location: This field cannot be selected into to choose a Location from the drop down menu with the Protect Location checkbox selected in the user's Security settings. For more information, refer to the Security, General tab. However, this field can be manually changed. Upon attempting to select into the Location with this checkbox selected for the user, an error appears.