Importing a parts list for a work order

To import a parts list for a work order:

  1. Select Work > Work Orders.
  2. Select the work order for which to import a parts list, and then click the Parts tab.
  3. Click Import Parts List.
  4. Specify this information:
    From
    Select one of the following options:
    • Work Order EQ
      Select to import the part from work order equipment.
    • Material List
      Select to import a material list.
    • Equipment
      Select to import the part from an equipment record.
    • Child Asset
      Select to import the part from a child asset.
      Note: Child Asset is only available when the work order header equipment is a position, has one or more children, and only one of the children is an asset.
    Activity-Trade
    Select the activity-trade performing the work for which to import a parts list.
  5. Select the parts to import.
  6. Click Submit.