Steps in the screenshots correspond to the numbers in the headings.
The Part Need Screen is an incredibly useful screen. Primarily you will use it to see what parts are on work orders, what has been allocated and back ordered. You can see the need by date and customer promised by date at a glance, and so much more.
This is also the screen where you can allocate and change the allocation of parts.
You may find that you want to customize other searches after you have played around with it, but this search will help you get started.
1. From the Main Menu, go to Inventory > Logistics> Part Need Search.
2. Expand the red chevron at the top of the page.
It is really important that you use a customized search in this screen, as, depending on your access, the data can be confusing.
At a bare minimum, you would want to set up a search like this
3. Enter your ST# in the Place ID From
4. Enter the location in the Location FROM
5. Enter the SAME ST# in the Place ID To
6. Enter the SAME Location in the Location TO
If your site uses both ATS and Customer you would have to set up this search twice, you CANNOT set up the search as From ATS to Customer or vice Verse
7. Choose Entered as the Part Need Status.
8. Toggle through the options in the Usable checkbox until it is Checked.
9. Click the Green Show Button.
10. Click Save As.
11. Enter your title.
12. DO NOT MAKE PUBLIC.
13. If you primarily have one location, you can set it as the default. This can also be set later by clicking on the arrow next to the name in the list.
14. Click OK.
Other options for searches:
- Part Need Status = Canceled - Have you communicated with your buyer that the part is no longer needed?
- Quantity Backordered >=1 . Confirm there are customer promised dates
- Created date = today
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