Steps in the screenshots correspond to the numbers in the headings.
Lead Time is the average number of days it takes for a part to get from the Supplier to your site. By default, this is set to 10 days on the Part Record. The Purchasing Team owns and updates this record based on their history.
Keep in mind that Lead Time is different from the Customer Want Date (which is set by the Tech when adding the part to the task) and the Customer Promised By Date (set by the buyer when confirming the PO). Those two dates are specific to a single order. Lead Time is more generalized.
There are two places where Lead Times are stored in EFP: One is on the Part Record, and the other is on the Stock Record.
As you can imagine, one of the considerations that factors into the Lead Time is the Supplier. In the Part record in the CLIENT, a primary supplier is often set based on purchasing history and our agreement with Strategic Suppliers.
The Supply Chain Specialist at the site owns the Stock Record. They are the ones who will update the Lead Time on the Stock Record.
As is often the case, the Stock record, which is specific to the site, often does not have a Preferred Supplier designated, nor an Average Lead Time set -- as is shown in the screenshot below.
Hypothetically, if a site is closer to the distribution center for a supplier (or if the supplier has regional purchasing), the Lead Time on their stock record may be much shorter than the one on the part record.
- At the time of writing this document, Lead Time that is displayed in the Part Container will always come from the Part Record, and NOT date that is entered on the Stock Record.
- The reason for this is simple. You could have several stock records for the same part at your site (all for different locations.) With proper inventory management, these would all have the same Preferred Supplier and the same Lead Time entered on all the Stock Records for the part. Unfortunately, this is often NOT the case.
- Therefore, to keep it simple, the Lead Time from the Part Record (which is set at the Company level) will be used. If you want/need the part sooner, please raise the Priority on the order and move up the Customer Want by Date when the part is added to the Task.
Let's look at how this shows up. We won't spend a lot of time telling walking you through searching for parts as this is covered in other docs. This document will pick up at the point where you have already selected the part you wish to add.
1. Click on Parts in the sub-header, or, if you prefer, since you are already in a task, you could just click on the Parts Icon and click +Part Need.
2. Click on the Commodity Group.
3. Select the Commodity group.
4. Click on the magnifying glass.
5. The Part Search page loads.
6. By default, you will be looking at "My Site Stock."
- This will show you everything that meets your search requirements (in this case for Commodity Group = Motor) that has a stock record for your site - regardless of location.
- You have the option of sliding the toggle on Enterprise Stock. This will show you parts that are not necessarily in stock at your site, but that the part number exists in the ATS database. Please know that the Enterprise Stock Options will often have 10 day lead times.
7. If you want to narrow the selection, you can choose to search by manufacturer, etc.
You could type this in the upper right hand corner search if you know it.
8. Results will be listed.
9. Any of the Category, Sub-Category or Attribute fields can be used to narrow your selection further.
10. Select the part you want by clicking on the line.
You will be taken to the screen that allows you to pick the quantity, and shows you the selected part, faster lead time, and custom tiles.
In our example, we had 2 currently on hand, so for the purpose of this example we went ahead and requested 3 so that you could see the backorder line.
11. Once you have the quantity entered, the ADD TO TASK button becomes active. Select the task and click Add.
If you started out with a task, you will jump past this part.
12. If you wanted to select all the quantity from this part id, the backorder line would generate with a 10-day lead time.
Please note the items highlighted in yellow. For the backorder line, you have the ability to set a priority and a need by date, which will flow through to the requisition. Notice that the Estimated Delivery Date on top is now a date range: starting today, for the items in stock, and ending 10 days out for the backordered item.
13. The Faster Lead Time Tile will give you options of pulling from the similar part number whose attributes match to the point where these parts are virtually identical.
14. You can see that the second line is a different part number, but it is similar enough to be substituted for the original part number.
All Parts are on hand and can be consumed today.
15. Finally, the Custom Tab will allow you to change the location the part need is generating from. This is the only place where you can customize your stock selections.
We can actually select the entire quantity from the forth row. If you look at the description, it is nearly identical.
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