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.
Adding and Consuming 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, 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".
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