You should be using Job Plans in the Planner Portal vs. the Task Templates in the CLIENT.
The process from the Planner Portal is more straight forward, and verification messages have been included to ensure that all the required information is present.
If you want the Part Need request to generate when the PM is generated, you can add the parts to the Task Template. The only stipulation is that you must expand the chevron on the Part Line and enter your site's Ship To address in the "Place ID To" and "Place ID From" fields and your site's default location in the "Location To" and "Location From" fields.
Steps in the screenshots correspond to the numbers in the headings.
1. From the Main Menu, choose Service > Admin > Task Template.
2. Another option is to type "Task Template" in the system search in the upper-right corner, and click on the tab.
The Task Template screen will load.
3. Expand the red chevron in the Search field.
4. There are a number of different ways you can search. If you know the Task Template ID, type that in the field, and that will be all you need. Then click on "ENTER" from your keyboard or click on the green magnifying glass.
5. If you want to see all the Task Templates for your site, enter your four-digit site number followed by an asterisk in the "Team ID" field.
6. If you know the description, you could enter any part of the description surrounded by asterisks to narrow the results.
In this case, Step 5 requires a filter to be changed and lists the MFG Part # 25-00065. If you want to have this PM generate with this Part Need on the task, you would follow these steps.
7. From the Main Menu, go to Inventory > Parts.
8. Expand the red chevron in the search field.
9. Enter the Mfg Part # in the appropriate field. Then click on "Enter" or click on the green magnifying glass.
10. The Part record will load.
11. Confirm it is the part you are looking for.
12. Copy the ATS Part Number.
13. Go back to the Task Template Screen, and click on the Part Needs Tab in the lower portion of the screen.
14. Click on "New."
15. Enter the Part Number.
16. Enter the Quantity.
You must enter additional information by expanding the chevron at the line level before saving. If you try to save without entering the Place ID To/From and the Location To/From, you will receive the following error:
17. Expand the chevron. This must be done for each part line.
18. Fill in the fields for "Place ID From" and "Place ID To" (both required). These will both always be your site's Ship To address.
19. Enter the "Location From" and "Location To." This will always be the the same location - whatever is the default location for parts at your site.
20. Go back to the header. (If you collapsed it, click on F11 to bring it back.)
21. Check the Pick Complete checkbox.
22. Click on "Save."
Once the PM generates, a Part Need request for that filter will generate as well.
Once the sites get used to working through the WEM process using the Planner Portal, any part needs that are added to job plans will start out as staged parts, and will become actual part needs once the task goes through the scheduling process.
0 Comments
Add your comment