Basic Info |
The Basic Info tab enables you to record the details of a production request, including resources class, part ID/suffix, quantity, dates, locations, and production type.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on request ID, equipment class ID, part ID and suffix, requesting location, or production type ID, among others.
The field in the top section of this tab defines the data that displays.
Request ID
Identifier of the production request. Automatically generated by the application. This field is display only.
The fields in the bottom section of this tab enable you to record the details of a production request.
Resources class
Class to which an equipment unit is assigned for resources. This field has a list box. The resource class description displays to the right. You must specify either a resources class or part ID/suffix. Maximum field length is 21 characters.
Tip: If the part has a template equipment ID, this field auto-populates with the resource class from the template equipment ID. Parts are associated with template equipment IDs on the More Info tab of the Data -> Parts Items -> Primary Information screen.
Equipment classes are defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen. Equipment class IDs are assigned to equipment units on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen.
Part ID
Identifier of the part to be rebuilt. The ID is associated with the part suffix. This field has a list box of rebuildable parts. The part description displays to the right. You must specify either a part ID/suffix or a resource class. If provided, the part ID on the production request must match the part ID for the production type.
Tip: If part status tracking is active, the part suffix defaults to the defined rebuilt suffix. The status tracking option is specified on the Part Status Tracking tab of the Data -> Parts Items -> Setup -> Options screen.
The part ID and suffix must be classified as rebuildable. 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. Auto-populates if there is only one suffix associated with the part ID. Defaults to the suffix specified for rebuilt parts. You must specify either a part ID/suffix or a resource class.
Quantity required
Number of parts that are needed.
Fabrication - no core
If this field has a check, the core does not need to be in stock currently to rebuild the part. The core will not be deducted from inventory during post processing.
Date
Requested: Date (in MM/DD/YYYY format) that the part was requested. Defaults to the current date, but you can change it. Must be the same as or earlier than the current date. This field is required.
Required: Date (in MM/DD/YYYY format) that the part is needed. Optional, but must be the same as or later than the date requested.
Location
Requesting: Identifier of the location requesting the parts. Defaults to the parts inventory location for the work order location. This field has a list box. The location description displays to the right. This field is optional.
Receiving: Identifier of the inventory location receiving the part. This field has a list box. The location description displays to the right. Required if a part ID and suffix are provided.
Tip: When an internal rebuild work order is generated, the receiving location from the production run is used as the restocking location on the work order.
Reason
Reason for the repair. This field has a list box. The reason description displays to the right. Optional.
Note: If there is a value in the [Repair reason IDs for the following special repair reasons] Other field on the Repair Reasons tab of the Data -> Shop Activity -> Setup -> Options screen, it displays in this field.
Release ID
Identifier of the release. Used to help manage and group rebuild work. Alpha-numeric field; maximum field length is 20 characters. Optional.
Requesting employee ID
Identifier of the employee requesting the part. Defaults to the ID of the logged on user. This field has a list box. The employee name displays beneath the ID. This field is optional.
Priority ID
Identifier of the priority of the work. If provided, the priority is applied to generated work orders. This field has a list box. The priority description displays beneath the ID. This field is optional.
Note: The choice list is limited to priorities with a check in the Production planning field on the Functions tab of the Data -> Shop Activity -> Setup -> Priority Codes screen.
Account ID
Identifier of the account to charge for the part. This field has a list box. The account description displays beneath the ID.
Whether account IDs are required, not required, or optional is specified on the Edit Criteria - General tab of the Data -> Setup -> Options screen.
Tip:
Repair work orders:
If a project account ID is specified on the production request, it is used on the work order, regardless of the equipment's default account ID. The default account ID displays on the Assignment Info tab of the Data -> Equipment Management -> Assignment History screen.
If a project account ID is not specified but the equipment unit has a default account ID, the work order uses that account ID. The default account ID displays on the Assignment Info tab of the Data -> Equipment Management -> Assignment History screen.
Internal rebuild work orders:
If a project account ID is specified on the production request, the work order uses that account ID
If a project account ID is not specified on the production request, the work order has a blank account ID
Department ID
Identifier of the department to charge for the part. This field has a list box. The department description displays beneath the ID. This field is optional.
Production type ID
Identifier of the production type. This field is display only.
Production types are defined on the Data -> Production Planning -> Setup -> Production Types screen.