Issuing parts to multiple equipment work orders

Issue parts from stores to multiple equipment work orders.

To issue parts to multiple equipment work orders:

  1. Select Materials > Transactions > Issue/Return Parts.
  2. Specify this information:
    Store
    Specify the store from which to issue the part(s). If a default store is defined for the current user, the system automatically populates Store with the user’s default store.

    The system automatically populates Date with the current system date and Transaction Type with Issue to enable issue functionality.

    WO-Activity
    Specify the multiple equipment work order/activity to which to issue the part.

    The system automatically populates Equipment with All Equipment. The system also populates Related Work Order, Cost Code, and Department from the selected WO-Activity. Equipment is required and Related Work Order is protected.

    If the selected multiple equipment WO-Activity is associated with a project/budget, then the system automatically populates Project–Budget, and it is protected.

    If the selected WO-Activity is associated with a pick ticket, the system automatically populates Pick Ticket from the associated WO-Activity or Equipment record.

    Note: The system does not display work orders in the WO-Activity lookup for which the value specified for the ISSDAYS installation parameter has been exceeded.

    If the selected multiple equipment WO-Activity has reserved parts and not all parts have been issued, then the system enables the Reserved Items hyperlink. Click Reserved Items to retrieve the relevant part information to the Transaction Details list.

    If the selected multiple equipment WO-Activity or any of its related work orders have direct material parts that have been purchased and All Equipment is selected for Equipment, then the system enables the Held Items hyperlink. Click Held Items to retrieve the relevant part information to the Transaction Details list.

    Equipment
    Choose one of the following options if the work order is a multiple equipment work order:
    • Specify a specific equipment to which to issue the Transaction Qty.
    • Specify All Equipment to evenly to issue the Transaction Qty. to each equipment record on the work order.
    • Specify WO Header Equipment to issue the Transaction Qty. to the equipment on the work order header only.
    Note: The system automatically applies any remainder of the Transaction Qty. that could not be distributed evenly to the last equipment record on the Equipment page of the Work Orders form.

    If you select All Equipment and at least one of the related work orders has a Completed status (or equivalent user status), the system displays a message enabling you to select whether to distribute the cost of the issue against all equipment or against only open related work orders regardless of whether the related work orders are Open or Completed (or their user-status equivalents).

    Cost Code
    Specify the cost code for which to issue the part. The system populates the description in the adjacent field.
    Issue To
    Specify the code of the employee to whom to make the issue.
    Reference Number
    Specify a reference number for the issue. The reference number is simply an internal reference number that is not used by the system for any validation.
    Material List
    Specify the material list from which to issue parts for the multiple equipment work order.
    Pick Ticket
    Specify the pick ticket from which to issue parts for the multiple equipment work order. The system automatically selects WO Header Equipment for Equipment and enables the Pick Ticket hyperlink in the Transaction Details.
    Note: If a pick ticket is associated with the selected multiple equipment WO-Activity, then you cannot select another value for Equipment other than WO Header Equipment. Pick tickets cannot be used to issue parts across all equipment on a multiple equipment work order or to a specific equipment on a work order.
    Department
    Modify the department of the work order.
    Date
    Modify the date on which to make the issue.
    Part
    Specify the part to issue. The system displays the available quantity, the bin location, and the lot number. Change the bin location and lot number as necessary.

    The system populates Available Qty. with the sum of the quantities of the part in all the bins in the selected Store minus any quantity of the part that is currently allocated to any work orders. Asset ID and Tool Hours are protected.

    Note: You cannot distribute issues of parts tracked by asset to All Equipment on a multiple equipment work order. If All Equipment is selected for Equipment, then the lookup for Part displays only unique parts issued to the work order header or any of the related work orders.

    If you are issuing a part tracked by asset to a specific Equipment on a multiple equipment work order, the lookup for Part displays only the parts issued to the individual equipment record on the Related Work Order.

    Bin
    Specify the bin from which to issue the part.

    The system specifies the default bin for the part if applicable. When you select a Bin, the system updates the Available Qty. with the quantity of the part in the selected Bin minus any quantity of the part that is currently allocated to any work orders from that Bin.

    The system automatically populates Available Qty. UOM and Transaction Qty. UOM.

    Lot
    Specify the lot from which to issue the part.

    The system automatically populates Expiration Date, Serial Number, and Manufacturer Lot.

    Transaction Qty.
    Specify the quantity of the part to issue.

    If the part to issue is tracked by asset, the system automatically selects Track by Asset and specifies 1 as the Transaction Qty., and you must specify a value for Asset ID for the part. The system populates Available Qty. with the total quantity of the part that is currently available.

    Note: You cannot specify a Transaction Qty. greater than 1 when issuing parts tracked by asset. If you want to issue multiple quantities of a part tracked by asset, you must add the part tracked by asset to the Transaction Details list on individual lines with a Transaction Qty. of 1 until you have reached the number of the part tracked by asset that you wish to issue for the transaction. Track by Asset is hidden by default.

    When issuing parts to a multiple equipment work order for which All Equipment is selected, parts tracked by asset are not available for issue, and the system splits the Transaction Qty. equally among all the related work orders.

    Print Qty.
    Specify the quantity of the label(s) to print.

    The system automatically sets the Print Qty. based on the setting of Label Printing Default on the Stores tab of the Parts form:

    • If set to No Labels, Print Qty. is null.
    • If set to Single Labels, Print Qty. is set to 1.
    • If set to Label for Each Item, Print Qty. is equal to the Receipt Qty., but you can modify the Print Qty. as necessary.

      Updating Print Qty. does not affect the Receipt Qty.

  3. Click Add to List.
    Note: The Transaction Details list acts as a buffer to temporarily store the parts to issue without actually issuing them until the transaction is submitted. You can add/remove parts for the issue as necessary before submitting the transaction and saving the information to the database. Click Add Part to add additional parts to the issue.

    To remove a part, select the part record to remove, and then click Remove from List. The system updates the Transaction Details list.

  4. Click Submit Transaction. The system issues the part(s) and creates a stock transaction of type I for the issuing store with a negative quantity for the issue.
    Note: To print labels for the issue transaction, click Print Label(s).

    If the AUTOPART installation parameter is set to AUTO, then the system determines whether each part is associated with the equipment’s Parts Associated list. If any of the parts are not associated with the equipment’s Parts Associated list, the system updates the list with the parts and assigns the Transaction Qty. as the part’s associated Quantity. If a part is already associated but the Transaction Qty. is greater than the existing associated Quantity, then the system updates the associated Quantity with the Transaction Qty. The system does not update the existing associated Quantity if the Transaction Qty. is not greater.

    If the AUTOPART installation parameter is set to AUTO-TAG, the system will behave the same as when it is set to AUTO; except if the equipment is a position, has one or more children, and only one of these children is an asset. In this case, the system will update the child asset rather than the equipment.

Parent topic: Issuing and returning parts