2: Fast Form

Check to limit access to the ‘Customer Info, Alt Bill of Material and Application Data’ for this PTS ID to the originator’s account and account group.

Click the check box the change ‘Component Part’ fields to free form text.

The privacy function will not limit access to view the ‘Bill of Material /Order Details’ or the ‘Replacement Details’. The ‘Customer Info’ (end customer info) is always limited to the originators account & account group.

^{Order Number, Customer PO#, and Customer # can all be used to filter reports in PTS Reporting and Asset Management. Be sure to complete at least one of these fields.}

3: Asset Details

3.1 Custom Info and BOM

Customer Part	Free form text which appears on the label with a bar code
OAL	Overall Length of hose assembly (required)
Offset Angel	Use only if two (2) elbow fittings are listed in BOM
Component Part	List part numbers included in the assembly. Type part numbers in manually or click thebutton to search (required)
Quantity	List the correct quantity of each part number (required)
Length	List the cut length of the hose or fittings/components (optional). This field is required for selected accessories.
QC Code	Add quality information (i.e., crimp specifications)
Comment	Free form text that remains with the record being created. Type comment and click the icon to add comments to the record.

3.2 Label Format

Customer Part	Free form text which appears on the label with a bar code
Customer Data 1-3	Three lines of text appearing on the label. A system default for these fields can be set on the ‘Account Info’ page

3.3 Print Settings

Change the ‘Print Quantity’ to increase or decrease the number of tags printed. Tags created using this function will be for a different assembly/asset with identical record information. Each tag will have a different PTS ID with its own record.

Check the boxes next to ‘OD’ or ‘Length’ to print identical tags for hoses with large diameters and/or especially long overall length. Each tag will have identical PTS ID’s and no additional online records will be created.

‘Label Printer’ shows available printers designated printer. Use the drop down menu to choose between available printers from either the general printers selection or specified hose printers.

‘Label Format’ shows the name of the label format that will be used with respective printers, and can be changed using the drop down menu. New accounts will list the default format. Custom labels can be created for accounts, please contact PTS Support for additional information.

Once complete, click to create the PTS tag(s) and return to a blank ‘Fast Form’ page.

1: Navigation

2: Fast Form

3: Asset Details

3.1 Custom Info and BOM

3.2 Label Format

3.3 Print Settings

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