Once you've selected the part, stated the quantity needed, and added it to the task, you will be taken to the Selected Part screen.
This screen allows you to see the different options available before committing to adding the part to the task.
Notice that the screen shows that there are currently 12 of this part available.
We have selected a quantity of 10 and clicked the Add to Task button. This will take us to the Selected Part screen.
This screen is divided into two sections:
1. Left Section - this section of the page will show a combination of different selections based on which the delivery time of the selected parts will change. Each tile will give the user options to continue with the current selection that they have made or select a different selection of similar/comparable parts to get a faster delivery.
1.1. First tile will be showing the Lead Time based only on the selection that the user made on the previous screen. In this case, it is showing the A35 Belt that we requested is currently in stock. However, we have requested 10 and there are not 10 in the ATS location.
- This is the tile you will use the most when things are in stock or just need to be ordered.
- In this example, it is showing the ATS location only because the ATS location is the default location.
- You KNOW that there are 4 more available in another location, but you cannot add them from this page, because the location in the first line and the backorder line must be the same.
1.2. Second tile will show the Fastest lead time that is possible with a different combination of similar/comparable parts, or different location combinations.
- In this example, we will need to use the Fastest lead time option because we will want to combine our stock on the selected product from both the ATS and the Customer location.
- This is the tile you will use when you have the part in multiple locations.
1.3. The third "Custom" tile gives you the ability to select from different locations and/or similar/comparable parts.
The Custom Tile gives you the most flexibility. Here you will see all the options that were presented as similar parts, with the ability to choose from any location in your site.
However, IF YOU WANT to use the originally selected part from multiple locations, you will have to add the part need more than once in order to be able to see the different locations.
2. Right Section - displays the finalized list of parts along with other request details that are associated with every part need. Here the user will have the option to change the Priority (default will be 3, Normal -- unless the priority of the task is higher), the Need By Date (default will be 7 days from the current day) and enter any Notes (this is optional) before selecting Create Need.
Screenshots below use various scenarios to illustrate the concepts. They are not tied to the examples above.
Using AS SELECTED:
- It will show you the part you selected on the initial part search screen.
- This tile will have the heading "As Selected" with the number of days it will take to get the requested parts delivered. If it is totally in stock, it will show zero, if it has to be ordered, it will show the lead time.
- At the bottom of the tile will be the expected date on which the delivery is expected. Keep in mind, this is not the Customer Promised Date (as the requisition has to be processed by your SCS and the Buyer has to post the PO.)
If the part is available and present at the default location (e.g. ATS or Customer) with enough stock available, then only one line will be displayed showing the selected part along with the location.
If there isn't stock available in the default location, and there is in another location -- we will show you that. For example, ATS has no stock, but there is stock in Customer, so we'll show Location as Customer on the Part Line.
The important thing to remember is that, UNLESS YOU ARE TOTALLY OUT OF STOCK IN THE DEFAULT LOCATION, you will always see that first in the As Selected screen. It is up to you to search for other locations to see if there is stock available from this screen.
- Click on the drop-down arrow to see the other locations.
Remember, AS SELECTED assumes you want to use only the part you originally chose, so you are being presented with options to help you fulfill that need.
Using FASTER LEAD TIME:
The second tile "Faster Lead Time" will be active if there are Part(s) which have a faster lead time then the one which originally requested by the user on the previous screen.
- You will have a mixture of the originally selected part and/or similar parts or different locations in order to get the fastest lead time. (You cannot modify the locations but multiple locations that have stock will be listed.)
- The system will make sure that the parts are the same in Form/Fit/Function.
- The parts that will be listed as options are the same ones that you saw when comparing to similar parts.
3. Using CUSTOM:
The benefit of using the Custom Tile is that this is the ONLY place where you can specifically modify the parts and locations to ensure you are pulling parts from the proper locations.
Here you will see all the parts that were listed as Similar Parts, and you have the ability to select the location and quantity you want to choose from each location.
Regardless of which tile you have chosen the parts from, to add them once you have the quantities entered, you follow these instructions.
4. Click the Create Need Button.
If, at any time, you are creating a back order line, the normal rules regarding Customer Need by Date, Priority, After Hours Emergency PO and Notes apply.
5. Once Create Need has been selected the user will get a confirmation screen.
Screenshot below is just for illustration purposes.
6. The user will have the option to View Task. This will take you to the Task level of the Work Order. The Summary Screen is the first thing that loads.
7. Click on the Parts Icon to view your options.
8. If you prefer, you can click on the +Part Need. This will take you back to this screen to search for another part for the task.
Remember, if you are not going to use parts that are on the Bill of Material, you will want to X out of the Equipment/Model information.
Although this may seem somewhat complicated when you are first learning it, think of it this way:
- When you're choosing your part need, you'll be offered options that will be similar in form/fit/function. You might want to note which one(s) are in stock and which one(s) match the best.
- Note how many are available.
- Enter your quantity needed.
- As Selected is going to show the default site's default location. If it doesn't show the total quantity you saw in the previous screen, click the drop down to check the other locations.
- If you need to select from multiple locations, go to the Faster Lead Time Tile. That may have options from multiple locations and possibly even some of the similar parts that were originally listed.
- Finally, the Custom Tile gives you the most options to choose from. If you want to add a part from multiple locations, you just need to add the part need more than once.
Related Article: FAQ: What do the tiles mean on the Selected Part screen?