1: Search/Create PTS ID

Click ‘Search/Create PTS ID’ from the PTS Essential navigation toolbar.

2: Search ID

Enter PTS ID from metal tag and click Search

Select ‘New’ to creating a new record or ‘Duplicate’ to begin with data from an existing PTS record.

3: Customer Info Screen

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

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

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

4: Bill of Material Screen

Mfgr Part	Hose assembly part number (free form text, no error checking)
Base Part Number	Will populate hose details based on the Component Part
OAL	Overall Length of hose assembly (required) Use only if two (2) elbow fittings are listed in BOM
Label: Customer Part	Free form text which appears on the label with a bar code
Label: Custom 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
Component Part	List part numbers included in your assembly. Type part numbers in manually or click the button to do a 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. Click on the to add comments to the record
*Label	Not used on metal tags.

^Check^{box titled in the create ID details pane to change the bill of materials to free form text.}

5: Application Data Screen

Use the following optional fields to add detailed descriptions to the record:

Use ‘Location 1’, ‘Location 2’, ‘Equipment’, and ‘VIN/Serial Number’ to specify where an asset will be installed.

Designate ‘Application’ data to give a specific location on a piece of equipment.

Stipulate ‘Media’, Media Temp’, ‘Environment’, ‘Environment Temp’, ‘Pressure’, ‘Bend Radius’ to outline the system parameters.

Identify the Criticality of the assembly. For example, return lines might likely be listed as ‘Low’ while full pressure hoses located near operators may be listed as ‘High’. Selecting a criticality will automatically load the default inspection and replacement schedules that have been set in the ‘Account Info’ section (see the ‘Account Settings’ and ‘Pro Schedule Inspection & Replacement’ modules for more information).

Use ‘Repair’ to specify whether repairs should be completed in the field or in a service facility.

Add the date the assembly was created if details are being added after initial create date, or the date the assembly has gone into production by using the Registration Date calendar selector.

Attach a file to a record that can be accessed at a later time by utilizing ‘Linked File’. Click to locate a file and to add it to the record.

Step 6: Create

Once the record is complete, click the button to finish.

PTS Documentation

How to Create a Metal Tag