Essential Resources: To complete this training you must have access to eFACTORYPRO.
This training will take you through the essential steps of adding and consuming parts in the mobile app.
In the mobile app, the Parts icon will be broken down into three sections: Part Needs, Parts Staged and Parts Used. Part Needs will be parts that are not yet consumed (not in stock, waiting on a New Part request, etc.). Parts Staged is Parts Used will be parts that have been received and installed by the Technician. A Task will not be able to be completed with parts in the Part Needs section. All parts will need to be consumed before that Task can be marked as completed.
Adding a Part from the BOM (default view in Parts) that is in stock:
1. To add a part into Part Needs, select the blue + icon, select the blue + icon again and select Add Part.
2. Parts that are in this machines BOM will populate automatically. This list could be empty or have dozens of choices. Users can easily select from this list if they are looking for a part already associated to this machine.
3. Details of the part will be displayed.
4. Once a part is chosen the number available for a specific location is displayed.
5. Select a quantity of the part to add to the Part Needs.
6. Select Add To Task.
7. The Compare Parts screen is next. Here on the AS SELECTED tab you will get a detailed summary of the part chosen. This includes the ATS Part ID, Item ID, Estimated Lead Time (according to the amount chosen), the Estimated Delivery Date as well as: Name, MFG #, MFG Part. Showing the Lead Time based only on the selection that the user made on the previous screen.
8. The Fastest tab will show the Fastest lead time that is possible with a different combination of similar/comparable parts, or different location combinations.
9. The Custom tab gives you the ability to select from different locations and/or similar/comparable parts.
10. Hit the Next button to select the part.
11. Select the Priority.
12. Enter the Need By Date.
13. Enter any Notes (optional).
14. Select Create Need.
Priority - If the Work Order was created with a priority of 1-Emergency, the default will be 1-Emergency but can still be changed to 2, 3, 4 or 5. This is true whether it is a regular Part Need or NEW PART.
Need By Date - If the Priority is 1 - Emergency the user can pick the current day or a day in the current week. If not the closest Need By Date will be 7 days out from the request date.
When a part is not in stock, the system will generate a Req for the Supply Chain Specialist to release. If the Priority is set to 1, 2 or is an After Hours Emergency Request, this will automatically make this a "Hot Requisition".
15. The Part Need has been created.
Adding a part need that is NOT in stock:
16. When adding a part that is not currently in stock the Part Summary screen will show the part and quantity that is on back order.
If the part is not in stock, the Task Status automatically changes to HOLD, with a reason of Waiting on Materials. It will remain in that status until the part is received into stock by your Supply Chain Specialist.
Consuming a Part Need:
17. Select the green Consume button on the part need.
18. Review the information and select Save.
19. The Part is now under Parts Used.
Searching for a Part -
When adding a parts need the default view will be what is in the machines BOM as well as Related machines BOM. The filter icon will allow users to refine their search outside of this default option.
20. From the Add Part Need screen select the Filter icon.
21. My Site - by default this is ON. Clicking the toggle off will open the search outside of what your site has in stock.
22. In Stock - Clicking the toggle on will open the search to what your site has in stock.
23. Repairable - this toggle will allow you to search only parts that are repairable. Indicated by the R icon when searching.
24. Commodity Group - this will let the users refine their search to a specific category of parts.
25. Manufacturer - this will allow you to filter the part according to their MFG. User can scroll the list or enter a name in the search bar to narrow results.
26. Equipment - this will allow you to filter by the BOM of the associated equipment.
27. Once the user has applied any filters select Apply.
28. Results will populate and a more broad search can be made using the search bar.
29. Repairable icon -
This indicates that the part being used in a repairable part. If you are repairing this part, please send the core to ATS.
30. Replacement icon -
Replacement Parts are used by the Purchasing Team when an existing part is no longer available from the vendor or supplier. With the new Part Need Search, we are only considering Replacements parts when the original part is no longer available.
Creating a New Part
ALWAYS CONDUCT A THOROUGH SEARCH BEFORE PUTTING IN A NEW PART REQUEST.
A New Part may need to be created if it does not exist in the system. Follow the steps in this section below to create a new part.
31. Select the blue + icon from the Parts screen.
32. Select the blue + icon from the Add Part Need screen.
33. Select Add Part.
34. Find/select a MFG by scrolling through the list or using the search bar.
If the user enters a name in the search that is not in the list (exactly as it was typed) they will have the option to select the name they searched with NEW next to it. This option will then be populated in the MFG name.
35. Enter the MFG's part number.
36. Select the Commodity Group (optional).
37. Enter the Quantity.
38. Select the Priority (3-Normal is the default).
39. Select the Need By Date (defaults to 7 days from current day).
If the priority is 1 or 2, you can MANUALLY adjust this to be something less than 7 days. If the Priority is 3, 4, or 5, you cannot adjust the Need By Date to be anything less than 7 Days.
40. Select the Location.
41. Enter a Part Description.
42. Enter a Note.
43. Select if this is an Emergency Request (optional).
This option will will always be a part of the New Part screen. A Technician would ONLY use this option when the Supply Chain Specialist (SCS) and Buyer are not available and you need a PO# to generate so you can go buy the part.
44. Select Save.
The New Part request will be populated in Part Needs.
After these steps are followed, in the system:
An Escalation goes to Data Integrity/Purchasing Group to confirm that this part doesn't exist in the system to ensure we don’t have duplicates. If it doesn't exist, they create a part number. If it does exist, they copy the existing ATS part number.
The Buyer goes into the system and replaces NEW PART with the actual ATS part number on the Task.
You can see how important it is to spend a little bit of time searching for the part before placing a NEW PART request. If you find the part number originally, you shorten the time frame for the requisition by hours, if not days. This is the most efficient way of requesting a part.
If viewing in the mobile app the tech will have to back out of the Parts Needs screen and then go back into it to see the updated part number.
Canceling a Part Need:
45. Locate the Part Need you want to cancel and Select Cancel.
46. Click Yes to Confirm the cancellation.
47. The Part Need has been deleted.
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