Issuing Parts Work Instruction

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Issuing Parts / Items to an Employee

Issuing Parts / Items to a Location

Issuing Parts / Items to Equipment

Issuing Parts / Items to a Work Order

Issuing Parts / Items to an Employee

1.     Select the Inventory Module and enter the Mfg. Part No. to bring up a list of Storerooms for the part as shown below:

2.     Selecting the ISSUE ITEM next to the appropriate storeroom as shown above will bring up the Issue Inventory sub-screen.  Select the Issue To pull down then highlight and select the Employee as shown below:

1.     Select the Employee to bring up the Employee/Requester sub-screen.  Enter a partial Name and then select the Filter  icon to bring up a list to choose from as shown below:

2.     Next enter the Issue Qty.  Also the Charge Code will need to be entered as well.  Use the Site’s general Material Charge Code.  After the information is entered as shown below select the Issue  icon:

After the Issue  is selected the following message will appear:

Issuing Parts / Items to a Location

Note: This process will be an example of what to do if a bad Equipment item is found in Inventory and needs to be processed for repair.

2.     Selecting the ISSUE ITEM next to the appropriate storeroom as shown above will bring up the Issue Inventory sub-screen.  Select the Issue To pull down then highlight and select the Location as shown below:

3.     Select the Location  to bring up the Select a Location sub-screen.  Enter a partial Location code and then select the  to bring up a list to choose from as shown below:

4.     Next if the part is check Serialized at the top then select the Serial #  to bring up the Select A Serial Number sub-screen to choose from as shown below:

5.     The Issue Qty will default to a 1 if Serialized is checked  at the top.  If the item is not a serialized item; the Issue Qty will need to be entered.  Also the Charge Code will need to be entered as well.   After the information is entered as shown below select the Issue  icon:

Note:  If a part is found bad on Inventory then use the general Materials charge code for the Site.

After the Issue  icon is selected the following message will appear:

Note: After the Item is issued to the site location it will be in an operating status and will need to be returned to the Maintenance Repair Shop.  See Return Item function.    After the Item is returned to the Maintenance Repair Shop then an Off Equipment Work Order can be created for the bad equipment item.    Do not reference or issue the item to any other Work Order.

Issuing Parts / items to Equipment

Note:  Issuing Parts or Items to Equipment is the responsibility of ILS.   Therefore this work instruction is for use by the ILS group when replacing items such as tools, test equipment, support equipment and / or information systems computing items.   When applicable this work instruction may be used by Information Technology personnel during the replacement and / or new installation of information systems computing items.

1.     Select the Inventory Module and enter the Mfg. Part No. of the item you want to issue out.  This will bring up a list of Storerooms for that contain / have that item / part as shown below.

2.     Selecting the ISSUE ITEM next to the appropriate storeroom as shown above will bring up the Issue Inventory sub-screen.  Select the Issue To pull down then highlight and select the Equipment as shown below:

3.     Select the Equipment  to bring up the Equipment sub-screen.  Use the Device ID = SITE-EQ-XXX where the XXX is the Site Code (i.e. CHS, TCM, etc.).  Set the Equipt. Cat. and Equipt Class. to the applicable equipment category and class as shown in the examples below.   Click on the Filter  icon to bring up a list to choose from as shown below.  Note:  A serial number can be used to locate a specific serialized item or an item that has been assigned an ATS UID.

Example 1 - Maintenance Tools                                                                                     Example 2 -Maintenance Test Equipment

Example 3 - Maintenance Safety Equipment                                                             Example 4 -Site Information System Equipment

Note:  If the replacement item has a different manufacturer’s part number or the item is a new item; the Parts List for that next higher assembly (NHA) or parent item in the Equipment module must be updated.  See Equipment module work instructions – Parts Lists.

4.     Next enter the Issue Qty.  Also the Charge Code will need to be entered as well.  Use the Site’s general Material Charge Code for all replacement items.  If the item is new; enter the applicable Project Charge code.   After the information is entered as shown below select the Issue  icon:

Issuing Parts / Items to a Work Order

1.     Select the Inventory Module and enter the Mfg. Part No. to bring up a list of Storerooms for the part as shown below.  NOTE: While parts or material items can be issued out to a Work Order; this should not be done except under very special circumstances.  The only time issuing parts or material items out to a Work Order should be done is during the management review after a work order has been set to a Completed status.  This allows management personnel that are accomplishing a work order Closure Review to correct material consumptions errors without having to re-open and re-process the work order.

2.     Selecting the ISSUE ITEM next to the appropriate storeroom shown above will bring up the Issue Inventory sub-screen.  The Issue To will default to Workorder.   Also the Charge Code will need to be entered as well.  Use the Site’s general Material Charge Code for all replacement items typically used with work orders or the applicable work order charge code identified for that specific work order.  If the item is new and for a Modification Work Order; enter the applicable Project Charge code for the modification effort.   Enter the information as shown below and then select the  icon:

After the Issue  icon is selected; the following message will appear and record will be entered under the Actuals, Materials tab in the Work Order as shown below:

Note: The above process shows the feasibility, however consuming parts or material items should always be accomplished from inside the Work Order under the Materials section.