Link to Parts Manager- Activities video: 

https://www.youtube.com/watch?v=NnJ9umMZh4g


Step #1

Click here to add a new "Activity".

Step #2

Click on the "Activities" tab.

Step #3

Click "Create Activity"

Step #4

Select a "Status".

Step #5

Select whether your activity is a "Finished Activity".

Step #6

Click the arrow key to find a "Parent Activity" (Optional).

Step #7

Enter "Activity Number"

Step #8

Enter "Activity Name"

Step #9

Click "Create Activity"

Step #10

Enter "Current Lot / Batch Number" (Optional)

Step #11

Enter "Revision Level" (Optional)

Step #12

Enter a "Revision Date" (Optional)

Step #13

Upload any Relevant Files

Step #14

Choose a "Supplier" (Optional)

Step #15

Link the "Template" related to your activity.

Step #16

Link "Customer" (Optional)

Step #17

Link "Equipment" (Optional)

Step #18

Choose the "Department" (Optional)

Step #19

Select a Fixed or Variable Cost Type.

Step #20

Click to find a part.

Step #21

Start typing to select the materials of your Finished Activity and add them to the bill of materials. Once completed click "Next".

Step #22

Enter the "Quantity" of the product needed.

Step #23

Select the "Unit of Measure".

Step #24

Click "Save Activity"