Parts (Multi-unit Projects - Primary Information) |
The Parts tab enables you to specify the list of part IDs and quantities required to work on each equipment unit in the project. When a work order for the project is created or an existing work order's status is changed from PENDING to OPEN, a parts request based on the information provided on this tab is generated. The parts request is created for the default parts location for the work order location.
Note: If an equipment unit is added after a work order is generated, you must generate a new work order to generate an updated parts request.
Parts requests are generated when a work order is created.
The Primary Information screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on project ID, originator, begin/completion date, campaign number, and account ID, among other values. This tab displays a maximum of 9,999 group rows.
The fields in the top section of this tab define the data that displays.
Project ID
Identifier of the project currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the project description displays to the right of the ID.
Status
The status of the project. This field is display only.
PENDING: There are no work orders or service requests associated with the project; the work orders or service requests associated with the project have a status other than CLOSED
COMPLETED: The work orders or service requests associated with the project have a status of CLOSED
The Parts required to complete the project on one equipment unit screen group lists the parts required to complete the project. Unless otherwise indicated, these fields are required.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Note: You cannot delete a task or part that is assigned to an open work order.
Task ID
Identifier of the task. This field has a list box of active tasks. Must be of the task type REPAIR GROUP, REPAIR TASK, PM SERVICE, or INSPECTION. You cannot post indirect tasks to a work order.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Part ID
Identifier of the part. This field has a list box of available parts.
Part IDs and suffixes are defined on the Basic Info tab of the Data -> Parts Items -> Primary Information screen.
Part suffix
Number associated with the part ID, which distinguishes it from other parts with the same part ID. The combination of this part suffix and the part ID must be unique for each part. Populates automatically based on the part ID, but you can change it.
Quantity required
Number of equipment units required. Must be greater than or equal to 0 for non-serialized parts and must be 1 for serialized parts. May be fractional if the part ID/suffix is classified as a fractional part.
Part classifications and their options are defined on the Data -> Parts Items -> Setup -> Part Classifications screen.
Part description
Description of the part. Populates automatically based on the part suffix. This field is display only.