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Adding Parts to a Work Order

Asset Essentials allows you to associate parts to a work order. This helps track on-hand quantities of parts as they are used in your maintenance program. You can add Parts to a work order using the Work Order Summary page or you can enter multiple Parts on multiple work orders by using the WO Parts page.

Adding Parts to a Work Order

  • Click on the Work Orders menu icon, then select Work Orders.
  • Right-click on a Work Order record and select Edit Part Entries.
  • In the New section at the bottom of the page you will see five rows to enter Parts for the Work Order.
  • Click the Add button and then choose from the following options:
    • Parts - *Note: Only clients who have purchased Parts & POs will have access to this feature. This will bring up the Select Part window. Once you select a part(s), this will add a part entry in the New section with the part's information.
    • All Location/Asset/Site Parts - *Note: Only clients who have purchased Parts & POs will have access to this feature. This menu option will vary depending on the Source Type of the work order. Choosing this option will add any parts associated with the work order's Location/Asset/Site.
    • All PM/PdM Parts - *Note: Only clients who have purchased Parts & POs will have access to this feature. This will add any parts associated with the PM/PdM schedule that generated the work order.
    • Quick Part Entries - *Note: Only clients who have purchased Parts & POs will have access to this feature. This will add five additional blank part entry rows to the New section.
    • Non-Inv Items - This will add five part entry rows in the New section with the Part # listed as "Non-Inv."
  • Fill out the remaining fields on the part entry.
  • Click Save at the top of the page. Any part entries entered in the New section will now appear in the Added section.

 

 

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