This document will walk you through the process of adding a part to a task when everything is in stock. There are other documents that explain what to do when the part is not in stock, and how to use the Faster Lead Time or Custom tabs.
The majority of time when a Tech is adding a part, s/he will be starting out with a Task.
1. Highlight the line of the Task you are working on to load it in the lower panel.
2. Click on the Task icon.
3. Click on the Parts Badge.
4. On the right hand side, you will find the +Part Need badge. Click that.
Part is IN STOCK and ON the BOM.
5. The part search screen loads. By default you are seeing the Bill of Material (Parts that have been previously used on this model of machine.)
In this case, there are two belts listed in the BOM: A35 and A36.
6. Highlight the line and click to move to the next screen.
7. Confirm that the Part info is correct.
8. Since you only need one belt, and two are available, enter 1 in the box to the right and click Add to Task.
The next screen is called the Selected Part Screen. This screen gives you other options when you don't have everything you need in the original configuration.
9. In this case, you are seeing everything you need under the As Selected Window. The part is available in the ATS location, Quantity requested is one, and it is available today, August 9th.
10. On the right hand side, you can see the Part Need Summary. At the top is the Estimated Delivery Date, which is today.
11. Notice that the Priority is 2-Urgent. That is defaulting in from the Task.
12. If you want, you can move up the Need by Date to today.
It will always default to 7 days out. It is up to the technician to change it to earlier if desired. Click on the calendar, move the date and then click SET.
13. Click Create Need.
14. A confirmation page loads.
Two options are at the top.
15. Return to Task will take you back to the task so that you can add labor or consume the parts.
16. +Part need will take you back to the Part Need search (as shown in Screenshot #5). If you don't want to use parts on the Bill of Material, simply X out of the Equipment.
17. Once back at the Task, you will see all the usual options under the three dot icon.
18. The Technician can choose the first option "View Bin Info" before going to the crib to grab the part.
19. From this same drop down users can also select Edit Quantity. Its important that adjusting from this screen will let the users adjust the number to a new quantity that is LESS than the original number. It will NOT let them adjust to a higher number. If a higher number is needed cancel the current part need and enter a new part need with the correct quantity.
20. Click Dismiss to close the window.
21. Once the part is installed, click Consume Part Need.
22. A pop-up box comes up with the part information.
23. Click Save to confirm you are consuming the part.
24. A confirmation message appears in the upper right.
25. The part is moved to the Part Used Section. The badge goes from Red to Green.
