Texada Web Stand-Alone Menu -> FL- Work Orders -> FL - Work Order Parts
Parts used from inventory on the Work Order can be entered as follows:
Note: W.O. Parts used can also be added to an existing Work Order from a Texada Mobile device.
If the part is not in the product file, a new part can be added in the search window, or a miscellaneous part can be used instead as explained in Miscellaneous Part - Setup.
Select Service Kit to add products from a W.O. Kit using
the Service Kit Search.
Product quantities default from the kit, but can be over-typed as
required.
Select MAINT. SCHEDULE to select a W.O. Kit, as assigned
to the Maintenance Schedule work that is being done on this Work
Order.
This search option is only available if there is pending
maintenance scheduled for the product as setup in Maintenance Schedule.
Select the relevant kits from the Maintenance Schedule Select window.
All parts with the corresponding quantities in all kits for the
selected maintenance records, will be added to the Work Order.
Quantities can then be over-typed as required.
Note: Any products that are automatically added to the Work Order as part of a kit selection are added as of the current date, and date range control is not checked.
Security:
If the operator has been given Security Role
Permissions in the "Document Access Fields" to change
product descriptions in document entry, this product description
can be over-typed if required.
Over-typing the description does not make any changes to the
product description stored in the Product file.
For standard documents and Crystal Forms refer to Document Field Labels for more information on
customizing the alternate language text.
For Jasper documents refer to 'Jasper Appearance and
Formatting' window of Customer Forms
for the language and label controls.
When a Repair Code is assigned to a Labor/Parts/Service detail on the W.O. a Comment line for this Repair Code is automatically created in the W.O. Comments By Repair Codes where detail notes can be added.
Quantity price breaks as setup in the "Rental Rates & Pricing" parameters on the Operations tab of Configure System Settings in Price Codes, are respected on the volume quantity used.
Note: The quantity ordered cannot be changed if the part was auto-added to the W.O. from a PO receiving and the W.O. issued quantity was entered by the Texada Mobile Mechanic.
Select which of the primary or components is to be serviced by this part record.
Click YES if an existing serialized sales part with the same
product number is now being replaced with this new serialized sales
part.
Select the serial number to be replaced from the list displayed in
the Serial Number Search window.
The new serial number to replace it, is selected after the issued
quantity is confirmed.
Click NO if this is an additional part number that is being added to the metered equipment. The new serial number is selected after the issued quantity is confirmed.
To Remove a Tracked serial number that has been in use on
this equipment, enter a quantity of negative one.
The serial number to be removed is selected after the issued
quantity is confirmed. The current meter units of the equipment
being repaired will be recorded for the sales part.
The current quantity on hand from the product file, will display on the Status Bar at the bottom left of the screen.
When a negative quantity is entered indicating the product is
being returned, a restocking fee can be charged to the
customer.
Setup the restocking percentage and service code for billing in the
Divisional Miscellaneous Parameters.
Serialized Parts Selection:
When a serialized Sales part is issued on a Work Order, the
operator must choose a serial number from the Serial Number Search window.
The serial # is then identified with the date and the W.O.# in
Sales Inventory, so that it cannot be used
on another Invoice, W.O., etc.
When the W.O. is converted to a Repair or to an Invoice, the serial
# information is updated to reflect the Repair or the Invoice # and
the date.
Prompt for Cost:
This window is triggered only if the product has been identified in
Sales Inventory to "Prompt for Cost" as it
is a miscellaneous part having a varying cost.
Enter the product cost.
In Sales Orders and Work Orders, this capture cost prompt is not
restricted by the operator's Security Role
Permission flag that controls the "Prompt for Cost in Invoice
Entry".
If the Cost is not entered in the invoice, the cost must be entered in the Daily Close process prior to posting.
Any Back Ordered quantity on a current Work Order, shows as committed on the Inventory Re-Order Report.
Texada Mobile Back Order Location:
When an Employee is initially assigned to an existing Work
Order from the Texada Web app, the location of the W.O.
is changed to the default location of the Operator assigned that employee number, and any
back ordered parts or requirement records are also changed to the
new location.
Refer to the notes for Texada Web/Mobile Location Control:
in Work Orders for more details.
Add Parts to Work Order when Parts received in Warehouse
Receiving:
When the "Add Parts To Work Order In Warehouse" feature is
activated in the Company Inventory
Parameters, parts added be added directly to a Work Order from
Warehouse Receiving either filling
back-ordered quantities or adding new W.O. parts details.
Refer to Company Inventory Parameters for
complete details on this feature.
Note: This auto-add Part to WO as issued at receiving does not
apply to Texada Web Work Orders if a Mechanic has already been
assigned, but an alert is sent to the Mechanic saying the part has
been received, and if the FL Work Order has already been closed an
alert is triggered in SRM at the time of Receiving.
The part quantity Issued is updated on the W.O. by the Mechanic
when he uses it but can be modified later in SRM if
required.
Accept the default date, or type in the date the part was
entered on the Work Order.
This date prints on the W.O. detail.
If date control is activated for the operator, this date must be in the current Date Range allowed for "WOWH" WORK ORDERS as set in Date Range Control.
Note: The AP Invoice number is only populated if the "A/P Parts Add To Work Order" feature is activated in the Custom Processing and the Part record on the W.O. is the result of a A/P Invoice Details billing without being received through the Warehouse.
Click ACCEPT to accept the parts entered and exit the window.
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