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 Part needs are not editable in this screen.
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 that you wish to view.
4. If you want to see the existing part needs on the Task, click on the Task ID to load the bottom panel.
5. A pop-up panel loads.
6. 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.
- 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.
7. The plus sign is used for any additional parts you wish to add to the task.
8. At the top row, you can see the Column Totals: The Total number of Parts, the quantity and the longest lead time of the parts selected.
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