Essential Resources: To complete this training you must have access to eFACTORYPRO.
This training will take you through navigating the Parts screens.
Most of the time you will be adding a part from a task. However, you have other options if you want to start from the parts screen in the main menu.
1. Universal Search Bar -
This search bar will pull back info parts related to the search terms entered.
You could start out by entering an ATS Part number in the Universal Search, or a term like "belt (usually followed by an asterisk), or a MFG Part number, or any number of other options.
2. Commodity Group -
Here you can narrow your search to a specific group(s). If the user wants to filter by Commodity Group they must SELECT one. Even though the commodity tab is highlighted a group will not automatically be selected.
Related Article: FAQ: What is a Commodity Group
3. See More -
This will pull up a separate window that will allow the user to see more commodity group selections.
4. Recently Used -
This will display (up to) the last 15 parts that were used. 5-6 will be displayed, and users can use the arrows to see more of the recently used parts (circled in red).
What users will see here is dependent on what is selected:
- At the home screen users will see up to the last 15 parts consumed at that site.
- If a Commodity Group is selected the users will see up to the last 15 that were consumed in that specific group.
- If in the Equipment tab and a piece of equipment is selected you will see up to the last 15 parts consumed and on the BOM.
5. Part Name and information.
Click anywhere within the tile to load.
1. Click on Equipment.
2. Filter By Equipment search bar -
This will allow you to search for specific piece of equipment.
Equipment with the gray banner at the bottom indicates that it does not currently have a BOM (Bill of Material) associated with to it.
3. Forward Arrow -
Like mentioned above the Recently Used will be displayed and will show the 5 latest parts to begin with and the user will have two clicks to see the remaining 10 parts that have been recently used.
1. Back button -
This small Back button will take you back to the Parts List screen.
2. In Stock/Not In Stock -
This icon will tell users immediately if the part is available or not.
3. Selected Part Information -
This is the info for the part that was chosen in the previous screen.
4. Available -
This will let the users know how many of the specific part that is currently available.
5. Quantity -
This is where users will enter the desired quantity.
6. Estimated Lead Time -
This will show the estimated lead time for the selected part.
7. Add To Task -
After the quantity is entered the user will be able to add the part need to a task.
8. Similar Parts -
Similar part will be displayed at the bottom of this screen.
9. Print Icon -
Users can print this screen by selecting this icon.
10. Bin Information -
This is where the part can be found.
Once the Add To Task button is selected a pop up will appear for you to search and select the task.
The default view will be My Open Tasks but the user will be able to choose from All Open Tasks and Today's Schedule.
1. You can also click on the funnel icon to bring up the filters.
The task is now displayed.
1. Selected Part -
Here is where the selected part info will be displayed.
2. Description -
The part description will be displayed here.
3. As Selected -
This tile will be showing the Lead Time based only on the selection that the user made on the previous screen. The site's default receiving location will be shown.
4. Faster Lead Times -
This tile will show the fastest lead time that is possible with a different combination of similar/comparable part.
5. Custom -
This tile gives you the ability to select from different locations and/or similar/comparable parts.
6. Part Information.
Included in this line: Name (description), Location, ATS PART ID, EST LEAD TIME, EST DELIVERY, ON HAND, ALLOCATED, AVAILABILITY, QTY (Requested)
7. Part Need Summary
Included in the summary: EST DELIVERY DATE, PARTS, LOCATION, TOTAL REQUESTED, PRIORITY (adjustable), Need By Date (adjustable), NOTES (optional).
8. Bin/Location Icon -
Hover over this to see the Bin, Location, and number on hand on the initial part screen search.
9. Create Need -
This will create the Part Need is the task we selected above.
1. Part Need Created -
User will see this screen as a confirmation of the part need being created.
2. Est Delivery Date -
This will display the final estimated delivery date of the part.
3. Parts -
This will display the Part ID, description, location its coming from and the total quantity added.
4. Request Details -
Will show the final choices in Priority, Need By Date, if it is an Emergency Request and any Notes that have been added.
5. View Task -
This will take you back to the Technician Portal to the task chosen above.