Planning parts for job plans

Plan the parts required to complete a job plan. Associate the parts for the plan by populating on an existing material list on the Record View page of the Job Plan form or by directly entering the parts required on this tab.

To plan parts for job plans:

Select Work > WO Planning > Job Plans.
Select the job plan for which to plan parts, and then click the Plan Parts tab.
Click Add Part Line.
Specify this information:

Part

Specify the part to add to the job plan.

Condition

Specify the condition if the part is a condition tracked parent part.

Quantity

Specify the quantity of the part needed to complete the job plan.

Planned Source

Select the source for the part, e.g., Direct Purchase for a part ordered from an external source, or Stock for a part ordered from internal stock.

Reserve

Select to indicate the part is a part reserved for a work order.

Critical

Select if the part is critical or integral to complete the job plan.

Line Number

Modify the line number as necessary.

Equipment

Specify the equipment associated with the part.
Click Save Record.