Bar Code Issues |
The Bar Code Issues screen enables you to use a bar code scanner (hand-held device) to record issues to pending work orders for inventory parts that are installed in shops. The screen does not require keyboard entry. To use bar codes, the Bar Code Module must be installed. Control labels are printed for parts issued on work orders that include warranty work. For more information, go to control labels.
You can record as many parts issues as you want, so there is no need to wait until you complete a task (which may take several days). You should record all parts issues daily so that accurate and timely inventory records can be maintained.
Part failures are automatically searched for and identified. See Parts failures, warranty, and expected life.
All parts issued on this screen must be from inventory. To issue or return non-inventory parts, return parts from a work order to inventory, or correct parts issues made on this screen in error, use the Parts tab on the Data-> Shop Activity -> Work Order Center screen. See Posting charges to work orders for a list of screens from which you can post charges to work orders. The charges are posted the same way from each screen.
You may not issue serialized parts on this screen. You must use the Work Order Center, Work Order-Short Form, Linear Work Order, Parts Issues and Returns, Quick Orders (immediate issue), Receipts (immediate issue), or Requests screens.
Note: The Bar Code Issues screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Key points about charging parts:
To charge parts to an equipment unit (without opening a work order) or to a department ID or account ID (without charging them to an equipment unit), use the Data -> Parts Activity -> Direct Issues screen.
To charge parts to a work order, specify the work order ID in the following three fields: Work order location ID, Work order year, and Work order number.
Data in the screen group enables you to specify the part issue information. Unless otherwise indicated, these fields are required.
WO location
Identifier of the shop location to which the work order is assigned. This field has a list box. This field, along with the -year and -number fields, makes up the work order ID for which the part was issued.
-year
Calendar year in which the work order was opened. This field, along with the WO location and -number fields, makes up the work order ID for which the part was issued.
-number
Number assigned to the work order. This field has a list box. This field, along with the WO location and -year fields, makes up the work order ID for which the part was issued.
Task ID
Identifier of the repair task or PM service that describes the activity for which you used the part. This field has a list box of IDs that have a check (ü) in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task.
Note: You cannot post indirect tasks to a work order.
Tip: The task ID choice list lists all the tasks associated with the Part Primary record (if the part ID and suffix have been entered), followed by all the task IDs for all service requests assigned to the work order, followed by a separator (-----ALL TASKS-----), followed by all tasks that apply to the equipment unit's asset category.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Work accomplished code
Identifier of the code associated with the task ID for the work accomplished. It provides more detail about the work performed in relation to the task. This field has a list box.
Date
Date that the work order was finished or, if the work order has not yet been completed, the current system date. You can change the date, but you cannot make it later than the work finished date.
Note: If you post labor, parts, or commercial charges to a work order in WORK FINISHED status and the work order was completed prior to the current date, the posting date defaults to the work finished date.
Issuing location ID
Identifier of the inventory location issuing the part. There must be an inventory record for the part and sufficient stock at the location. You must have authority to process parts inventory transactions at the location specified in this field. The default, which displays when you type information in the Task ID field, is the default parts inventory location for the shop specified on the Work Orders - Defaults tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. This field has a list box.
Part ID
Identifier of the part. The ID is associated with the part suffix. This field has a list box of parts from the Parts Required tab on the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen, followed by all parts stocked at the issuing location.
Depending on the task type, the presence of a check in the following fields on the Options tab of the Data -> Shop Activity -> Setup -> Options screen determines whether this part is added to the Parts Required tab for the equipment class ID and the task or standard ID when a part is issued to a work order for a task.
Task types: REPAIR GROUP and REPAIR TASK: Add parts issued to repair groups and tasks to class/task parts lists
Task types: PM SERVICE and INSPECTION: Add parts issued to PM and inspection services to class/task parts lists
Task types are assigned on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. If you enter a valid cross-reference entry for the part ID/suffix, it is automatically converted to the appropriate part ID/suffix. Parts with multiple suffixes may be scanned into the system.
Warranty vendor
Identifier of the vendor who supplied the part. This field has a list box of all vendors from whom you have ever purchased the part. The ID displays automatically if there is only one vendor for the part, but you can change it.
Quantity
Number of issue units of the part to charge.
If there is a check in the Message when inventory of a STOCKED part drops below its reorder point field on the Messaging tab of the Data -> Parts Items -> Setup -> Options screen, a message displays if issuing this quantity would drop the current stock level below the parts reorder point.
The tabs on the following screens specify the reorder point, dependent on the value in the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen:
CENTRALLY: EOQ tab on the Data -> Parts Items -> Primary Information screen
BY LOCATION: EOQ tab on the Data -> Parts Items -> Location Information screen
BY ENTERPRISE: Replenishment tab on the Data -> Parts Items -> Location Information screen
Core credit
If one of the following conditions exists and this field has a check, a claim for the core costs is generated. A check displays in this field automatically if the Basic Info tab of the Data -> Parts Items -> Primary Information screen assigns the part ID to a part classification ID that has a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen. You can remove the check.
There is a check in the Automatically create core claims when part with a core is replaced field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen for the issuing location ID.
There is a cost for the core part in the Core unit value field. That value must be greater than zero.
If the recovery is tracked, when you process information on this screen, the charge for the part (the core unit value multiplied by the quantity) is posted to the work order. The Core recovery field on the Other tab of the Data -> Equipment Units -> Historical Costs screen is updated. When the vendor's claim payment is recorded on the Data -> Warranty -> Warranty Claims screen, the reduction in the parts cost is posted to the work order. You can also display and update the core claim on that screen.
Core unit value
Cost of the core part. If the Basic Info tab of the Data -> Parts Items -> Primary Information screen assigns the part ID to a part classification ID that has a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen, the Core credit value from the Basic Info tab of the Data -> Purchasing -> Vendor/Part Information screen displays automatically.
To generate a core claim for the core costs, do one of the following:
If there is a check in the Automatically create core claims when part with a core is replaced field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen for the issuing location, leave this field blank or type a zero. Place a check in the Core credit field.
If there is no check in the Automatically create core claims when part with a core is replaced field on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen for the issuing location ID, you can track recovery of core part costs by placing a check in the Core credit field and typing the core part cost in this field.
If a core claim (similar to a warranty claim) is generated automatically, it is for the amount of the core credit value times the value in the Quantity field. When the vendor's claim payment is recorded on the Data -> Warranty -> Warranty Claims screen, the reduction in parts cost is posted to the work order. You can also display and update the core claim on that screen.
Fail/cause ID
Identifier of the reason that the part failed or needed to be replaced. This field has a list box. This field is optional.
Part keyword and short description
Description of the part. This field is display only.
Bin ID
Identifier of the bin in which the part is stored. This field has a list box. This field is optional.
Equipment ID
Identifier of the equipment unit associated with the work order. This field is display only.