Steps in the screenshots correspond to the numbers in the headings.
One of the starting search options from the Parts screen is the Equipment search. This is located right next to the Commodity Tab.
The equipment tab would be most useful if you know that a certain part has been used on an asset, and you want to see which part number that is.
You will also see the Bill of Material populated when you choose a task and the Equipment is populated at the top of the search, or if you choose the equipment from the filters on the right hand side of the screen.
Another use for the Equipment search is to see the Bill of Materials (BOM) for the selected asset. If a BOM exists for the Asset ID, you will see the font is blue and the panel is clickable. If the asset does not have a BOM, the panel will be grayed out and a message will alert you to the fact there is no Bill of Materials present. That tile will not be selectable.
- In eFACTORYPRO, the Bill of Material is stored at the Model level for equipment.
- This allows sites to see not only the parts that they have consumed, but also the parts that other sites with the same model of equipment have used as well.
- Parts are added to the BOM when they are consumed on a task, but can also be added directly through the CLIENT.
- For this equipment search screen, only parts which have been added to the BOM through consumption on a task will be displayed.
- If parts have been manually added in the Client, they will not show on this screen.
Keep in mind, although you start out the search by selecting a specific asset, once you assign the part to a task, it does NOT have to be related to that same Asset ID.
The following instructions will walk you through how to add a part when starting from the "Equipment" option.
1. Navigate to the Parts screen.
2. Click on Equipment.
3. Enter search terms in the Filter by Equipment field. This can be the Asset ID, or description or key words.
4. Click the magnifying glass to load the results.
5. Results will populate below.
- Up to 12 tiles will be displayed that meet the search criteria.
- For any equipment that does not have a BOM, the panel is grayed out. In the example below CFM8645 does not have a Bill of Material associated with it, so you could not choose that option to begin.
- If nothing meets your search criteria, a message will tell you to adjust the search criteria.
6. Click on the panel of the equipment you wish to see.
7. If you scroll down, you will see the Recently Used parts from the BOM for that specific Asset ID.
- From here, you can process the transaction as usual.
- The green checkmark indicates that the belt is in stock.
- The red x indicates that the bearings are currently not in stock.
8. If there is more than one page of results, the arrow will be active.
9. Click on the tile for the part you want to use. In our example, we are selecting the Gates A36 Belt from the first panel displayed.
10. The Selected Part Screen Loads.
A: In the upper left corner, it will show you if the part is In Stock or Out of Stock.
B: All the Part information is in the upper center of the screen.
C: The amount available in the default location is displayed.
D: The box for you to enter the quantity needed is present.
E: The default lead time for the part is displayed.
F: These are the parts that most closely match the original selected part, as based on the Commodity Group, Category, Sub Category and Attributes.
* This screenshot is just for Demo purposes don't get stuck on which parts are displayed here.
G: The button which allows you to add the part to a task becomes active as soon as you enter
Notice the bottom panel shows not only the part you selected, but also similar parts and their corresponding lead times. In this case, we have the part that is on the BOM in stock, so that is the part we want to choose.
11. A pop-up comes up to allow you to add part needs to a task. The default view for this window is All Open Tasks.
It does NOT, however, default to the same equipment as you originally selected.
12. There are three available view for this window: All Open Tasks, Today's Schedule and Custom. Simply click on the drop-down arrow to select a different view.
The "Custom" view is what shows once you add a filter to the results.
13. Click on the funnel to bring up the filters.
In this example, we have filtered for the same equipment that we originally searched for and have brought up both the Tasks that are associated with this Equipment.
14. Click on the row to select the task you wish to add.
15. The Add button in the lower right becomes active.
16. This brings you to the Part Need Summary page.
This screen functions very much the same as it would if you were just adding a part need starting from the Task.
17. Information about the part at your site, including quantity on hand/allocated/available, and the location from which it is available are listed in the lower left section.
18. In the right section, you can see the information to add it to the task.
- In our example, we had the part in stock, so there was no need to check the other panels or to create a back order.
- If, however, you did not have stock on the desired product, clicking the Faster Lead Time panel would show you the quickest option to get a similar part. Just like with the Tech Portal, if you want to move up the need by date, you just adjust the priority from 3 to 1 or 2.
- Finally, the Custom tile will allow you to see if there is stock in another location.
19. Click the Create Need button to add the part to the Task.
20. A confirmation appears.
From here, you have two navigation options.
21. You can click the View Task which will take you back to the task in question. From here, you can see that the previous part need has been added successfully.
You can see that when a part is added to the Task, it is added as a part need, not as a staged part.
22. Clicking +Part Need will bring you to the search screen. The Task is already selected.
23. If you do not see the part listed in the BOM, simply "X" out of the equipment and this will bring up more results.
You can filter by the Manufacturer, Commodity Group, Description, etc. to narrow your selection and add another part.
