Steps in the screenshots correspond to the numbers in the headings.
Supply Chain Specialist functionality in the Work Module will continue to grow as we build on the software. One of the options you have available now is the ability to issue parts that are not tied to a work order.
You will need to have the Supply Chain Specialist role in your profile in order to have these options available to you.
1. From the home screen, click on the Supply Chain role.
2. The Parts screen loads.
3. Click on the three lines next to the Part ID to search for the part in question.
4. Enter the Part ID in the search field.
If you don't have the Part ID, you can search by any of the fields listed in the grid.
5. Select the desired location.
6. If there is stock on hand (Total QOH), highlight the line with the Part ID for that location.
7. The bottom panel loads.
8. The default view is the Summary screen, which has all the information about the part.
9. Click on the Stock button.
All the bins that have previously had this part in stock in the selected location are shown.
10. The Quantity Available populates.
11. Click on the three lines next to the Actions tab to get to Issue Parts.
12. Click on the Issue Part option.
13. Fill out the Quantity.
14. In the Issue To field, you can enter a name, or whatever is applicable to your site. This is not a required field.
15. Select an account from the drop down.
16. Add account Description.
17. Enter Issue Ticket Info.
18. Click Save.
Users in Mexico will see a slightly different Create Issue dialog box.
19. A confirmation message appears in the upper right corner telling you that the part issue was successful.
20. The stock grid now displays the adjusted quantity.
A video on this topic can be found by clicking the following link:
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