A New Part may need to be created if it does not exist in the system. Follow the steps below to create a new part.
ALWAYS CONDUCT A THOROUGH SEARCH UNDER THE ‘ALL PARTS’ RADIAL BEFORE PUTTING IN A NEW PART REQUEST.
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 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.
1. Select the blue + icon from the Parts screen.
2. Select the blue + icon from the Add Part Need screen.
3. Select Add Part.
4. 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.
5. Enter the MFG's part number.
6. Select the Commodity Group (optional).
7. Enter the Quantity.
8. Select the Priority (3-Normal is the default).
9. 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.
10. Select the Location.
11. Enter a Part Description.
12. Enter a Note.
13. 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.
14. Select Save and 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.
After everything goes through as stated above the part is ready to be Consumed.
Download the file below for a quick recap.
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