Steps in the screenshots correspond to the numbers in the headings.
Parts Needs can be added to a Job Plan at any time - when you are creating the plan, or during the edit process. They can be added to a Master Job Plan so that the sites understand the preferred parts to use, and then the site can add the desired location when they turn it into a site- specific plan.
It's important to remember that, when creating a Job Plan and adding a Part Need, you are NOT actually creating an allocation at that time. It is only when the task goes through the Scheduling portion of the Planning portal that the part is reserved. Daily Scheduling is where it goes from a "staged part" to a actual part need.
In our example, we will be adding a part to an existing site job plan but the process is basically the same for all part need additions.
1. Go to the Job Plan Grid.
2. Click on the funnel icon to bring up the table filters.
A list of the available filtering options appears. In this case, we want to see all of the Conveyor Job Plans, so we are going to click on the chevron at the end of the Description field.
3. Click on the Description drop-down.
4. Change the filter from Starts with to Contains.
5. In the filter field, type the word conveyor.
6. Hit Apply.
7. The results will populate in the grid below.
8. Select the job plan you wish to edit. In our example there is only one, but you may have several.
9. Click on the three vertical dots at the end of the line.
10. Choose Edit Job Plan. This will take you into the Job Plan.
11. The Summary Panel loads.
12. Click on the Parts section.
13. If there are no parts currently added to the job plan, it will say so in the middle of the screen. Or you may see one that has been previously added.
14. Click Add Part.
15. A dialog box appears. The default for a Site-Specific Job plan will be Bill of Materials.
If you cannot find what you are looking for in My Site Stock, or if you are working with a Master Job Plan, you should search using the All Parts option.
16. If necessary, change the Search to "All Parts"
17. Enter your search criteria. There are a number of fields that will pull into the part search, please take a minute to review the document below so that you can search more efficiently.
18. Click on the box that populates with the part information.
19. A second pop-up box populates with the part information on the right.
20. The default receiving location will be populated on site-specific Job Plans. This can be changed.
For master plans, no location is entered.
21. Enter the quantity needed.
22. Enter any comments.
23. The current stock status is shown for your site. Remember, this is for informational purposes only, as we are not creating a part reservation until the task is generated and scheduled.
If you have the part in stock, the bin id will be shown.
24. Click Save.
25. The Part Need is now shown on the Job Plan.
26. You can edit or delete the part by clicking on the three vertical dots and choosing from the menu.
If you want to add additional parts, simply follow steps 16-26 as needed.
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