Issue parts from stores to multiple equipment work orders.
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Select Materials > Transactions > Issue/Return Parts.
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Specify this information:
Store - Specify the store from which to issue the part(s). If a default store is defined for the current user, Store is automatically populated with the user’s default store.
Date is automatically populated with the current system date and Transaction Type with Issue to enable issue functionality.
WO-Activity - Specify the multiple equipment work order/activity to which to issue the part.
Equipment is automatically populated with All Equipment. Related Work Order, Cost Code, and Department are also populated from the selected WO-Activity. Equipment is required and Related Work Order is protected.
If the selected multiple equipment WO-Activity is associated with a project/budget, then Project–Budget is automatically populated, and it is protected. If the selected WO-Activity is associated with a pick ticket, Pick Ticket is automatically populated from the associated WO-Activity or Equipment record.
The work orders in the WO-Activity lookup are not shown for which the value specified for the ISSDAYS installation parameter
has been exceeded.
If the selected multiple equipment WO-Activity has reserved parts and not all parts have been issued, then the Reserved Items hyperlink is enabled. Click Reserved Items to retrieve the relevant part information to the Transaction Details list.
If the selected multiple equipment WO-Activity or any of its related work orders have direct material parts that have been purchased and All Equipment is selected for Equipment, then the Held Items hyperlink is enabled. Click Held Items to retrieve the relevant part information to the Transaction Details list.
Equipment - Choose one of the following options if the work order is a multiple equipment work order:
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Specify a specific equipment to which to issue the Transaction Qty.
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Specify All Equipment to evenly to issue the Transaction Qty. to each equipment record on the work order.
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Specify WO Header Equipment to issue the Transaction Qty. to the equipment on the work order header only.
Any remainder of the Transaction Qty. that could not be distributed evenly is automatically applied to the last equipment
record on the Equipment page of the Work Orders form.
If you select All Equipment and at least one of the related work orders has a Completed status (or equivalent user status), the a message enabling you to select whether to distribute the cost of the issue against all equipment or against only open related work orders regardless of whether the related work orders are Open or Completed (or their user-status equivalents) is shown.
Cost Code - Specify the cost code for which to issue the part. The description is poplated in the adjacent field.
Issue To - Specify the code of the employee to whom to make the issue.
Reference Number - Specify a reference number for the issue. The reference number is simply an internal reference number that is not used by the system for any validation.
Material List - Specify the material list from which to issue parts for the multiple equipment work order.
Pick Ticket - Specify the pick ticket from which to issue parts for the multiple equipment work order. The WO Header Equipment is automatically selected for Equipment and the Pick Ticket hyperlink is enabled in the Transaction Details.
If a pick ticket is associated with the selected multiple equipment WO-Activity, then you cannot select another value for Equipment other than WO Header Equipment. Pick tickets cannot be used to issue parts across
all equipment on a multiple equipment work order or to a specific equipment on a work
order.
Department - Modify the department of the work order.
Date - Modify the date on which to make the issue.
Part - Specify the part to issue. The available quantity, the bin location, and the lot number are shown. Change the bin location and lot number as necessary.
Available Qty. is populated with the sum of the quantities of the part in all the bins in the selected Store minus any quantity of the part that is currently allocated to any work orders. Asset ID and Tool Hours are protected.
You cannot distribute issues of parts tracked by asset to All Equipment on a multiple equipment work order. If All Equipment is selected for Equipment, then the lookup for Part displays only unique parts issued to the work order header or any of the related work orders.
If you are issuing a part tracked by asset to a specific Equipment on a multiple equipment work order, the lookup for Part displays only the parts issued to the individual equipment record on the Related Work Order.
Bin - Specify the bin from which to issue the part.
The default bin for the part is specified if applicable. When you select a Bin, the Available Qty. is updated with the quantity of the part in the selected Bin minus any quantity of the part that is currently allocated to any work orders from that Bin.
Available Qty. UOM and Transaction Qty. UOM are automatically populated.
Lot - Specify the lot from which to issue the part.
Expiration Date, Serial Number, and Manufacturer Lot are automatically populated.
Transaction Qty. - Specify the quantity of the part to issue.
If the part to issue is tracked by asset, Track by Asset is automatically selected, and 1 is specified as the Transaction Qty., and you must specify a value for Asset ID for the part. Available Qty. is populated with the total quantity of the part that is currently available.
You cannot specify a Transaction Qty. greater than 1 when issuing parts tracked by asset. If you want to issue multiple
quantities of a part tracked by asset, you must add the part tracked by asset to the
Transaction Details list on individual lines with a Transaction Qty. of 1 until you have reached the number of the part tracked by asset that you wish
to issue for the transaction. Track by Asset is hidden by default.
When issuing parts to a multiple equipment work order for which All Equipment is selected, parts tracked by asset are not available for issue, and the Transaction Qty. is split equally among all the related work orders.
Print Qty. - Specify the quantity of the label(s) to print for the part to receive.
The system automatically sets the Print Qty. based on the setting of Label Printing Default on the Stores tab of the Parts form:
Option
Description
If set to No Labels
Print Qty. is null.
If set to Single Labels
Print Qty. is set to 1.
If set to Label for Each Item
Print Qty. is equal to the Receipt Qty., but you can modify the Print Qty. as necessary. Updating Print Qty. does not affect the Receipt Qty.
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Click Add to List.
The Transaction Details list acts as a buffer to temporarily store the parts to issue without actually issuing
them until the transaction is submitted. You can add/remove parts for the issue as
necessary before submitting the transaction and saving the information to the database.
Click Add Part to add additional parts to the issue.
To remove a part, select the part record to remove, and then click Remove from List. The Transaction Details list is updated.
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Click Submit Transaction. The part(s) is issued and a stock transaction of type I is created for the issuing store with a negative quantity for the issue.
To print labels for the issue transaction, click Print Label(s).
If the AUTOPART installation parameter is set to AUTO, then it is determined whether each part is associated with the equipment’s Parts Associated list. If any of the parts are not associated with the equipment’s Parts Associated list, the list is updated with the parts and the Transaction Qty. is assigned as the part’s associated Quantity. If a part is already associated but the Transaction Qty. is greater than the existing associated Quantity, then the associated Quantity is updated with the Transaction Qty. The existing associated Quantity is not updated if the Transaction Qty. is not greater.
If the AUTOPART installation parameter is set to AUTO-TAG, the scenario is the same as when it is set to AUTO; except if the equipment is a position, has one or more children, and only one of these children is an asset. In this case, the child asset is updated rather than the equipment.