Link, add, and edit work order parts

The parts inventory allows an agency to track usage and supply of consumable parts. The parts inventory defines each individual part, the location of the part, and the vendor or manufacturer contact information. When these parts are needed for a job, they are linked to a work order. When these parts are linked to the work order and used, the available supply on hand for each part and location is updated.

Example: Your agency may be responsible for maintaining a fleet of trucks. Maintaining a truck requires several different parts, one of which is an oil filter. If there are three trucks that are in need of an oil change, service providers need three oil filters to perform the service. You create a work order for the oil change, and using the part inventory, you locate the oil filter needed for the trucks you are servicing. The part inventory provides the available supply of oil filters and where they are located. When you assign the parts to the work order, the three oil filters are subtracted from the total supply count at the location, proving an accurate and current inventory count.

You can specify the parts to be used for specific types of work orders by linking a part to a work order.

Note: The parts that can be associated with the work orders are created and maintained with Part Inventory. See Part inventory for more information on creating parts.

To link a part to a work order

  1. From the Work orders page, find and open the desired work order.

  2. Select the Part tab.

  3. Select Look up.

  4. Complete the required fields and others as needed. See Work order parts fields for field definitions.

  5. Select Submit.

  6. Select the part(s) you want to associate with the work order template.

  7. Select Submit.

  8. Enter the number of parts and Location Name for the work order. These fields are required.

  9. Update any of the fields that display and are editable in the part you want to update.

  10. Select Submit.

If the assets linked to a work order have parts associated to them, you can access a list of the standard parts from the work order form and add them to the work order. For information on associating a part to an asset, see Add, view, and delete associated parts to an asset. For information on working with parts, see Part inventory.

To add standard parts

  1. From the Work orders page, find and open the desired work order.

  2. To verify that a linked asset has parts associated to it, you can view the asset record (for instructions, see View assets), skip to step 5, or do the following:

    1. Select the Asset tab.

    2. Select the name of an asset.

    3. Select the Associated parts tab.

  3. Select the Part tab.

  4. Select Standard parts.

    Note: If there are parts associated to the linked asset, they are displayed in a standard parts list.

  5. Select the part(s) you want to add to the work order.

  6. Select Select.

When editing work order part information, you may find that some of the part information is read-only. If you need to update any of the read-only fields, go to the Part Inventory page. See Part inventory for more information.

To edit a work order part

  1. From the Work orders page, find and open the desired work order.

  2. Select the Part tab.

  3. Select the part that you want to review and edit.

  4. Update fields as needed. See Parts (and Related) Details for field definitions.

  5. Select Submit.

When you delete a work order part, the association between the work order and the part is removed. The part is still available in the parts inventory for use in creating other work orders.

To delete a work order part

  1. From the Work orders page, find and open the desired work order.

  2. Select the Part tab.

  3. Select the part(s) that you want to dissociate.

  4. Select Void.

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