Issue Spares for a Work Order

Purpose

Issue a specific number of units for a Spares item that is required for a Work Order.

Note

• Items can only be issued from the Issues and Returns for Work Order Spares window if the requisitions functionality is disabled. The Qty To Use will be disabled if requisitions functionality is enabled.
• Items must be issued from the Requisitions edit window if the requisitions functionality is enabled.
• You can issue more than the Qty Approved in the work task spare item or requisition if Material Manager is disabled.

Before you start

• Approve the Work Order and set the Qty Approved.
• Approve the Purchase Order for Stock Items (with insufficient stock in the Warehouse), Coded Non-Stock Items, Contactor Items and DP Items that are not in stock in the Warehouse.
• Receive goods and generate Receipts for Stock Items, Coded Non-Stock Items, Contactor Items and DP Items that are not in stock in the Warehouse.

How to … Issue Spares for a Work Order

1.   Open the Issues and Returns for Work Order edit window for the required Work Order .

2.   Click  then Work Order Spares to open the Work Order Spares for Issues and Returns window

    .

3.   Select the Spare.

4.   Enter a positive value (number of units) for Qty to Use.

5.   Save the record.

As a result...

• An Issue transaction is posted.
• For each Work Task Spares record:
• • Qty Used (on the Work Task Spares record for the Stock Item) is calculated as [Qty Used plus Qty to Use], which in effect increases the Qty Used.
  • Qty Available is calculated as [Qty Available minus Qty to Use].
• For each Stock Item in the Stock Items master file:
• • Qty on Hand is calculated as [Qty on Hand minus Qty to Use (on the Work Task Spares record for the Stock Item)], which in effect reduces the Qty on Hand.
  • If Qty to Use is more than Qty on Hand then Qty Required is calculated as [Qty to Use minus Qty on Hand], which is the number of units that are not in stock.

Business rules

• Qty To Use must be a positive value.
• Qty Available must be >= Qty To Use.
• When issuing Stock items the system must first determine if there is sufficient Qty On Hand for Stock Items i.e. Qty On Hand >= Qty Available.
• When issuing Direct Purchase Items, Contractor Items and Coded Non-Stock Items, the system must first determine if the items have been received, that is .Nett Qty Received >= Qty Available.

Please note!

• Qty to Use can also be updated on the Tasks for Work Order - Work Task Spares tab.

What can I do?

These non-standard tools are available on the Work Order Spares for Issues and Returns window.

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