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Adding Parts to WOs

Asset Essentials allows you to associate parts to a work order through the WO Parts feature. This helps track on-hand quantities of parts as they are used in your maintenance program. You can also add parts to individual work orders through the Work Order Summary page. *Note: The Parts & POs feature is available to Asset Essentials clients for an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature.

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How to Add a WO Part

  • Click on the Parts & Purchase Orders menu icon and then click WO Parts.
  • Click the New button.
  • For each Part that is needed on a Work Order, use either the Quick Part Entries or the Non-Inv Part form to enter one line per Part. You can enter multiple Parts per Work Order, as well as enter Parts for multiple Work Orders.

Quick Part Entries

For Parts that are listed in Asset Essentials, use this form to enter the information. Asset Essentials will use Part information to help fill out the form.

  • Enter the WO # as it appears on the Work Order summary page. Include any 0s at the front of the number.
  • Source Type and Source will populate based on the Work Order data.
  • Enter the Part #. This will automatically populate the part Name.
  • Enter the Quantity needed by either typing the correct number or using the arrows in the text field.
  • Select the Date Used by clicking on the drop down menu and selecting a date and time from the calendar.
  • Select from the Usage Type drop down menu either Dispatch, Reserve, or Order.
  • By default, Asset Essentials will assume you want to use the current price and will give the price listed in the program. If you need to use a different price, uncheck the Use Current Price box and edit the Price as needed.
  • The Location drop down menu will list any Locations associated with the Part, as well as the Quantity Available and Quantity Reserved. Select a Location from the drop down menu to determine where the Part should come from.
  • The Extended field will show the price as it has been calculated according to the Price and the Quantity.
  • If needed, enter a Description.

 

Non-Inv Part

Use this form for Parts that are not listed in Asset Essentials.

  • Enter the WO # as it appears on the Work Order summary page. Include any 0s at the front of the number.
  • Source Type and Source will populate based on the Work Order data.
  • Type the Part Name.
  • Enter a Quantity, Date Used, Unit, and if needed, a Description.
  • The Extended field will show the price as it has been calculated according to the Price and the Quantity.

 

  • Click Save & Exit at the top of your screen.

 

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