Parts Subtab
Parts subtab collates all parts required for this works order.
Specification – part specification
Description – part description
Needed– quantity of parts required
Sourced – quantity of parts sourced
Lead Time – lead time for supply of part
Part Number – part number reference
Issue – part number issue
Adjustment – cost adjustment if required
Surcharge – surcharge applied e.g. postage/carrier
Uplift % – percentage uplift against part
Total Cost – total cost of parts for quotation
Allocated – quantity allocated to the works order
On Order – quantity on a purchase order
Supplier – supplier name
RFQ_User Reference – the RFQ number this part is associated with
RFQ_Accepted – this part is on an accepted RFQ
– add new record
– delete record
– used to check the stock levels
– used to auto source material from stock
Works Order Part
Works order part window will open when the + add button is selected.
Description – description of part
Part No – part number reference
Iss – part issue number
Spec – specification of part
Unit Qty – how many parts are required to manufacture one unit?
Plan Qty – quantity to be purchased/sourced
Total Qty – total quantity required
Rework – tick if part is for rework
Form – normally each etc when used in parts, using the + button will enable entry of a different form
Lead Time (days) – lead time in days of normal supply
Cost – cost of part
Cost Qty – cost quantity of the part
Uplift% – percentage uplift
Surcharge – surcharge applied e.g. postage/carriage
Adjustment – adjustment of price applied
Total Cost – total cost of the part
Unit Cost – unit cost of the part
Notes – notes applicable to this part
Supplier – default supplier against this part
Recalculate button
OK – saves and closes window
OK & Add – saves and opens part picking list
Cancel – closes window no record saved
Sourcing Parts
To source parts against the works order, select the Sourcing for drop down box; the relevant content of the drop down is dependent on the highlighted part within the table. The Current Stock Level will display any parts currently in stock, reducing the need to interrogate the system further.
Source – selecting the source button will open a mini menu where further options are displayed relating to how this part is to be sourced, i.e. through a purchase order
Stock – selecting the stock button will open the Source Part from Stock window where all available levels of stock will be displayed. Select the required batch.
Sourcing will now show for this part record including any attached documents, indicated by the red balloon on the Document link button.
Remove – select this to remove the sourcing (stock), indicate where the part has to go by selecting Stock, Quarantine or Write-off
Edit – use this button to edit the part record detail if required
