Steps in the screenshots correspond to the numbers in the headings.
To begin with, any part needs that have been added to a Job Plan, or added to a Task through the Planning Wizard or via the Tech Portal will flow through to the Scheduling process.
During the Period Capacity Scheduling, the P/S is able to view both the Actual and Staged parts that exist on the task-- with the Staged Parts on the Top, followed by Active Parts, and finally followed by a button to add additional staged parts.
Staged Parts will have two options that are accessible by clicking on the three dots. They can be either 1) Edited or 2) Removed. Active Parts will have the same. Stage Parts will have an extra option to convert to a part need.
During the Period Scheduling of Part Needs, if you add a part need, it will be added as a Staged Parts. It is not until the task goes to the Daily Scheduling process that the Staged Part becomes an actual part need.
All part needs will be viewable in the lower panel and will include three columns: Part, Quantity and Lead Time.
1. From the Navigation Pane of the Work Module, click on Planner/Scheduler.
2. Click on Scheduling.
3. Find the task number line that you wish to view.
4. A side panel will load.
5. If you want to see the existing part needs on the Task, click on the PARTS tab.
6. In this tab users will see any parts associated to the task (staged parts and part needs). You can see that the top row has staged parts, as it has the circle with three dots at the end of the line. Options include: Convert to Part Need, Edit Staged Part or Cancel Staged Part.
Depending on if the listed part is staged or a part need will determine what option are available via the three dot icon:
7. Staged Part:
A staged part will be a part that is brought into the task via a job plan or added in this screen.
- The only option you will have for this Edit and Delete if it is NOT available.
- If the part is in stock and available you will have the option to Edit, Convert to Part Need, and Delete.
8. Part Need:
A listed Part Need will only have the option to Edit and Delete.
- A staged part is not an allocated part need until you convert it to a part need.
- When you choose the convert to part need option, you must choose a Need by Date.
- If necessary, you can change the quantity required.
9. Add Parts - by selecting this button users will be able to add a part need to the task. It will open the parts window like it would from the task itself.
What is displayed under the Parts tab:
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