Issuing parts for service requests

Issue parts against service requests to record the parts that were used when performing the work associated with the service request.

Note: You may only issue parts to service requests for which a work order has been created.

To issue parts for service requests:

  1. Open the Service Requests form.
  2. Select the request for which to issue parts, and then click the Issue Parts tab. The system automatically selects Issue as the Transaction Type and populates Date with the current system date and time.
  3. Click Add Part.
  4. Part—Enter the part to issue to the service request. The system automatically populates the part description, UOM, and Part Org. The system selects Track By Asset and/or Track By Lot if the part is tracked by asset and/or lot and they are protected.
    Note: If you are updating a part to issue on the service request and you select a part from the Parts list, the system displays the quantity of the part planned to be used for the service request in Planned Qty. and the quantity of the part used to date for the service request in Used.
  5. Condition—Enter the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.
  6. Activity-Trade—Enter the activity-trade performing the work for the selected service request.
  7. Store—Enter the store from which to issue parts. The system automatically populates Available with the quantity of the part available in the selected store for the work order activity after you have entered Part, Activity-Trade, and Store.
  8. Transaction Type—Select Issue.
    Tool Hours is protected because the Transaction Type is Issue.
  9. Date—Enter the desired date of the transaction.
  10. Quantity—Enter the number of parts to issue to the work order. The number must be greater than zero.
    Note: If the part is tracked by asset, the Quantity must be equal to 1.
  11. Failed Qty.—Enter the quantity of the part that failed.
    Note: The system does not allow part failures on an Issue for parts tracked by asset or core tracked.
  12. Date Failed—Enter the date the part failed.
  13. Problem Code—Enter the code of the problem that required work.
  14. Failure Code—Enter the reason that the part failed.
  15. Action Code—Enter the action taken to correct the problem.
  16. Cause Code—Enter the problem cause code, i.e., the root cause of the problem.
  17. Failure Notes—Enter comments about the failure.
  18. Asset ID—Enter the asset ID if the part is tracked by asset.
  19. Bin—Enter the bin from which to issue the parts.
  20. Lot—Enter the lot from which to issue the parts.
  21. Click Submit.
    Note: To record a stockout for a part, select the part, and then click Record Stockouts. See Recording Stockouts for Parts.