Issue Parts to a Work Order

If repair parts are needed for a work order, you can issue parts to that work order.

Follow these steps to issue parts to a work order:

1 Open the work order and select Issue Parts from the WO Action menu.

2 The WO Issue window opens. Enter the necessary information in the Issue From section.

The data displayed in the Issue To fields defaults from the work order.

The default work order number to which to directly charge the part.

If you issue the part transaction against a piece of equipment with corresponding system codes, you can charge the part to this system as well as to the piece of equipment.

The default equipment number to which to directly charge the part.

A second code—the system code being established first—identified with a part issue transaction associated with a piece of equipment after the part is issued to that equipment.

If the work order was created to repair a rotable part, this field displays the rebuild location for the part.

This field defaults to the site on the work order.

If the work order was created to repair a rotable part, this field displays the rotable part number.

The department against which to charge the cost on the part expense.

If the work order was created to repair a rotable part, this field displays the serial number for the rotable part that is being repaired.

The cost center used when issuing and expensing the part.

The user ID of the person requesting the part.

The sub-account number used when issuing the part.

The capital or expense project number to which to issue the part.

The sub-account number used with an account number when issuing the part.

The job number (within a capital or expense project) to which to issue the part.

This editable field displays the current site.

The part number to be issued to this work order.

Select the location from which the part is issued. If there is more than one location available for this part, a list displays all the valid locations.

Overhead Group. The part’s overhead group. You only need to specify an overhead group if your issuing procedure requires one. Select the overhead group to automatically add the predetermined cost to the part.

If the Vendor Owned? check box is selected, the system populates this field with the primary vendor for this part.

Select this check box to indicate that a vendor owns the part. If this check box is cleared, the OH quantity is considered to be company owned.

Using the information linked to the vendor specified in the Vendor field, this field displays the available OH quantity for the vendor-owned part.

Displays the available on-hand quantity for the company-owned part.

The quantity of parts that are available in the selected location that can be issued.

This part’s cost per unit.

Enter the quantity of parts to issue.

The unit of measure in which the selected part is issued.

This field is reserved for a future use.

Enter comments about this action.

3 After entering the necessary information, click Save. The part is issued to the work order.

4 You can view the list of parts that have been issued to the work order in the Cost Analysis submenu on the Material tab.

If a tool is needed for a work order, you can issue tools to that work order.

Follow these steps to issue tools to a work order:

1 Open the work order and select Issue Tools from the WO Action menu.

2 The Issue Tool to Work Order window opens. Enter the necessary information in the From section.

This editable field displays the current site.

The tool number to be issued to this work order.

The serial number of the tool to be issued to this work order.

Note: You cannot issue a serialized tool that has a Location Status of Inspection or one that is entered on an open PM or CM WO.

The serialized tool’s manufacturer, defaulted from the serial number.

The location from which to issue the tool, defaulted from the serial number.

Enter comments about this action.

3 After entering the necessary information, click Save. The tool is issued to the work order.

4 You can view the list of tools that have been issued to the work order in the Cost Analysis submenu on the Material tab.