Issuing parts for service requests

Issue parts against service requests to record the parts that were used when performing the work associated with the service request.

Note: You may only issue parts to service requests for which a work order has been created.

To issue parts for service requests:

  1. Select Work > Service Requests.
  2. Select the request for which to issue parts, and then click the Issue Parts tab.
  3. Click Add Part.
  4. Specify this information:
    Part
    Specify the part to issue to the service request. The system automatically populates the part description, UOM, and Part Org. The system selects Track By Asset and/or Track By Lot if the part is tracked by asset and/or lot and they are protected.
    Note: If you are updating a part to issue on the service request and you select a part from the Parts list, the system displays the quantity of the part planned to be used for the service request in Planned Qty. and the quantity of the part used to date for the service request in Used.
    Condition
    Specify the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.
    Activity-Trade
    Specify the activity-trade performing the work for the selected service request.
    Store
    Specify the store from which to issue parts. Available is automatically populated with the quantity of the part available in the selected store for the work order activity after you have entered Part, Activity-Trade, and Store.
    Transaction Type
    Select Issue. Tool Hours is protected because the Transaction Type is Issue.
    Date
    Specify the desired date of the transaction.
    Quantity
    Specify the number of parts to issue to the work order. The number must be greater than zero.
    Note: If the part is tracked by asset, the Quantity must be equal to 1.
    Failed Qty.
    Specify the quantity of the part that failed.
    Note: Part failures are not allowed on an Issue for parts tracked by asset or core tracked.
    Date Failed
    Specify the date the part failed.
    Problem Code
    Specify the code of the problem that required work.
    Failure Code
    Specify the reason that the part failed.
    Action Code
    Specify the action taken to correct the problem.
    Cause Code
    Specify the problem cause code, i.e., the root cause of the problem.
    Failure Notes
    Enter comments about the failure.
    Asset ID
    Specify the asset ID if the part is tracked by asset.
    Bin
    Specify the bin from which to issue the parts.
    Lot
    Specify the lot from which to issue the parts.
  5. Click Submit.
    Note: To record a stockout for a part, select the part, and then click Record Stockouts.

    See Recording Stockouts for Parts.

Parent topic: Creating service requests