Steps in the screenshots correspond to the numbers in the headings.
Once the part has been selected and the quantity required has been entered, you will be taken to the Selected Part screen where you will be able to select parts based on delivery time.
Basically speaking, the Custom tile gives you options to choose something other than what was presented in the Selected Part and Faster Lead Time Tiles.
If, however, there is only one part that meets the search criteria, the Custom tile will be inactive.
Some of these options might be including or excluding a certain location that may have been presented in the first two tiles, or it may be if there are options that fall in the Replacement, or Similar Part criteria. Once we start using the refurbished functionality, refurbished parts will show in the Custom tile as well.
The most number of options you will see on this tab is 5, plus the one original part requested. For each option you will see the number of days it will take to get the selected item(s).
If more than one part is selected then the tile will show the date of the fastest delivery and the slowest delivery.
For example, if Part A has a delivery date of 10/30 and Part B has a delivery date of 11/10, the range will be 10/30-11/10
For each line, the total or sum quantities must match the original requested quantity. If not, you will receive an error message until the issue is resolved.
Let's look at a couple of examples:
The following is for demonstration purposes only. We want to show how the custom tile works when depleting stock - -we realize that it is unlikely that you would need 37 belts on a task.
1. Under My Site, with Availability showing only In Stock Items, we are searching by the Belts/Conveyors Commodity Group and using A35 with an asterisk in the search field.
This will bring back any results that start with A35.
2. Click on first line, as this is the part we want to use. (Part A is ATS Part ID 100012951)
3. The button above the part picture is green if the item is in stock and turns red if the part is not in stock. It will turn to red as soon as you request more than the quantity available.
4. The part description is on the top line.
5. Part details like the Commodity Group, Category, Sub-Category and Attributes are shown.
6. This information is used to pull information into the bottom panel. The first part is the one you selected, but other parts which are similar to the one you requested.
7. Moving over to the top right panel, Quantity Available is shown.
8. Estimated Lead time is coming from the Part Record.
9. Once you have entered a quantity, the Add to Task button becomes active.
10. If you haven't already added the part to a task you will be taken to a dialogue to do so. Highlight the task and click Add.
11. The first screen you will see after selecting the task takes you to the "As Selected." It's important that you understand how this screen is populated so that you understand the Custom Screen.
12. This view is using just the originally requested part number (100012951), and is showing the available stock from the default receiving location for the site (which in this case is ATS.)
13. This leaves one part (shown in on the bottom line in red) that must be back-ordered.
- What is important to note here, is that the only thing you can change from this screen is the location of the back- order line.
- There are no other adjustments that can be made to the lines displayed on this page.
- Fields that can be adjusted are highlighted in green.
14. The second panel is Faster Lead Time. In this case, we have enough product in stock if you use Part B instead of back-ordering the last one of Part A.
15. Once again, we have highlighted the areas which are editable in green. You can see that all this includes is total quantity, Priority and Need by Date.
And Finally --- to the Custom Tile! Here is where you have the ability to Edit the Lines!!!
16. This is what the Custom Tile looks like when you first land on it. We are still in the same scenario -- we need 37 for our Task.
17. Notice that by default, the screen is showing your site's default location (which is ATS in this example) for both the original part (A) and the one that was similar in form/fit/function.
18. An error message tells you that you must first adjust the quantity to what you have available. In this case, we decide we want to use both of the existing parts, so we will adjust the quantity down.
19. Change the quantity to the same as the total available.
20. Enter the Quantity requested for each line.
21. The Create Need button becomes active. Click that.
22. A confirmation message appears.
23. You will be taken to the Confirmation screen.
24. Click the +Part Need button as we only have 15 of our 37 Belts on the task so far.
The process starts all over again. For the sake of our example, we want to use the stock from the Customer location but NOT from the ATS-200 Location.
25. If we go to add 1 more belt to this task and the system, on the AS SELECTED tile, wants to take of from the ATS-200.
26. For this example we don't want to pull this from that location but instead from the Customer location. So now we will select the Custom tile.
27. On the displayed line you can see a drop down arrow. Select it.
28. Select Customer.
29. Re-enter your Quantity.
30. Confirm your request details in the Part Need Summary.
31. Select Create Needs.
32. The Part Need will then be pulled from the Customer Location.
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