Creating a Parts List

Parts List Maintenance (11.1.10) enables you to create and maintain a list of parts for an item referenced in a Call Maintenance (11.1.1.1) call line.

After you enter the call ID for which to define the list of parts, the system loads the corresponding item and end user. You can then define the relevant call line number and begin building a parts list.

You can create a new parts list or base the parts list on an existing Bill of Materials (BOM). The system displays an existing BOM, if one was already associated with the call line. However, you can update this value. If you change the default BOM, the call line in Call Maintenance is also updated. When you specify or update the BOM code in Parts List Maintenance, the system displays a scrolling frame that lists its constituent parts. You can then add any other required parts to that list.

If any items on the parts list are unavailable, you can generate a material order for them. The system then associates the material order with the call line defined in the header. You can create a single material order for each parts list line, but a parts list in total can have multiple material orders. If you create a material order for a line on the parts list, the line cannot be edited in Parts List Maintenance. You must use Material Order Maintenance (11.11.1).

The Consumed field next to each parts line indicates which items have been placed on a Call Activity Recording (CAR) report. If you select an item row that has not been placed on a CAR report, an additional frame displays, enabling you to edit the Item Number, Quantity, and Material Order fields for the parts line. You can also delete a part from the list if it has not been placed on a CAR report.

When you have defined the parts list, you can optionally save it as a new service BOM code/service structure. If you select Yes, you must enter a new BOM code, a start effective date, and an end effective date. You must also define the engineer who requires the part and a ship-to address ID.

Specify the call for which you want to define a list of parts. The call ID identifies a call as it moves through its life cycle. The call must already be recorded in Call Maintenance.

Displays the quantity of the item on the call line.

You can update the default BOM code to another code. This action also updates the call line in Call Maintenance.

If you do not select the Create MO field at this stage, you can still create MOs for individual parts by selecting and editing the lines (if the items have not been placed on a CAR report).

Note: When you associate a material order with a line on the parts list, you cannot edit the line in Parts List Maintenance. Use Material Order Maintenance to make any subsequent changes.

Displays the quantity of the item required for the BOM. You can edit the quantity by selecting the line, which opens the record in the end frame of the screen.

Indicates whether a material order has been generated for the item. If generated, the field will display the associated material order number. If the field is selected, a material order will be created for that item. If no material order has been generated, you can edit the value in the field by selecting the line, which opens the record in the end frame of the screen.

Indicates if the item has already been placed on a CAR report. If you select an item row that has not been placed on a CAR report, an additional frame displays, allowing you to update the item number, quantity, and Material Order field. You can also delete a part from the list, if it is not on a CAR report.

You can add to the parts list by specifying an item number that is not already on it. The new item record is then added to the list.

Enter the quantity for a new parts list item. If an existing item has not been placed on a CAR report, you can update its quantity also.

If you add new items to a BOM or create a completely new parts list, you can save the parts list as a new BOM service structure.

If you select Yes, a pop-up window opens that enables you to specify the new BOM code.

If a material order has been created for any part in the new service structure, the Generate Material Order Frame frame displays, which lets you specify the information used to create the material order.

Specify the engineer who requires the new part. The default value is the engineer associated with the call line.

Specify the destination for the material order. It can be the engineer’s address or an associated end user address.

Specify the date on which the engineer requires the part. The default is the call’s next status date.