Link Task Spares details to a Work Order

Purpose

Add details for any Spares, Direct Purchases or Contractor Services that are required for the Work Order.

To add a work task spare to a task, you need to do the following:

1. Open the required work order's Edit window and then open the Tasks Detail Edit Window.

2. In the Tasks Detail Edit Window, add a new task or select the existing task that you want to add the spare to.

   
   
   

3. Select the Work Task Spares tab in the bottom pane.

   
   
   
   

4. Click one of the following buttons on the Work Task Spares toolbar, depending on the type of spare that you want to add:

   • Stock Items () — opens a lookup that lists ALL spares in all warehouses
   • Coded Non-Stock Items ()
   • Asset Spares () — opens a lookup that lists spares that have been linked to the work order's asset. This lookup only lists spares that are linked to a specific warehouse. And spares will be repeated for each warehouse that stocks them.
   • Create Work Task Spare () — if you want to add a Contractor Item, Direct Purchase Item, Travel Item, or Adhoc Item
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5. Complete the required fields for each work task spare added.

   
   
   

6. Click the Save Changes () button on the Tasks Detail window toolbar.

   
   
   

Business rules

• You can only add a Direct Purchase Item if the Allow Direct Purchase Items system option is enabled.
• You can only add a Contractor Item if the Allow Contractor Items system option is enabled.
• You cannot link a spare to a sub task.
• Spares that have been issued for a task cannot be deleted because Work Order Costing transactions have been generated.
• If the Requisitions functionality is disabled, capture stock returns with a negative Qty To Use. The Qty To Use field will be disabled if the Requisitions functionality is enabled.

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