This article outlines the steps when handling the job-specific parts (Spec-Tagged and Special Order) where the amount used differs from the quantity ordered.
The process for Spec-Tagged parts.
- Option A:
- Tech indicates he uses all 4 hinges in SD-Mobile.
- Tech notifies the office that he only used 2 of the 4.
- The office parts person cancels usage of two of the parts returning the other 2 to stock.
- If the office had transferred the parts from another stock location they now have to transfer unused parts back to that location.
- Option B:
- Tech indicates no usage of the parts.
- Tech notifies the office that he only used 2 of the 4.
- The office parts person cancels the SpecTag and returns 2 parts to the location they were transferred from.
- The office parts person manually enters usage of the 2 parts.
- Option C:
- Tech indicates no usage of the parts.
- Tech indicates the usage of the parts as stock parts in SD-Mobile.
- The office parts person cancels the SpecTag and returns 2 parts to the location they were transferred from.
The process for Special Order Parts.
- Option A:
- Tech indicates he uses all 4 hinges in SD-Mobile.
- Tech notifies the office that he only used 2 of the 4.
- The office parts person goes into the archived Special order Parts and resurrects the part.
- The office parts person goes into the Special Order Parts and creates the daughter band by indicating less than ordered quantity was received splitting it into 2 bands with 2 parts each. This is accomplished by removing the date from the "Date Received" box, then performing a right-click in the empty "Date Received" box. This will display a prompt that will allow you to indicate the actual amount received (or in this case, used).
- The office parts person indicates usage on one of the bands and uses the other to manage the remaining parts to the grave.
- Option B:
- Tech indicates no usage of the parts.
- Tech notifies the office that he only used 2 of the 4
- The office parts person goes into the archived Special order Parts and resurrects the part.
- The office parts person goes into the Special Order Parts and creates the daughter band by indicating less than ordered quantity was received splitting it into 2 bands with 2 parts each. This is accomplished by removing the date from the "Date Received" box, then performing a right-click in the empty "Date Received" box. This will display a prompt that will allow you to indicate the actual amount received (or in this case, used).
- Office indicates usage on one of the bands and uses the other to manage the remaining parts to the grave.
- Option C:
- Tech indicates no usage of the parts.
- Tech indicates the usage of the parts as stock parts in SD-Mobile.
- The office parts person goes into the archived Special order Parts and resurrects the part.
- The office parts person goes into the Special Order Parts and creates the daughter band by indicating less than ordered quantity was received splitting it into 2 bands with 2 parts each. This is accomplished by removing the date from the "Date Received" box, then performing a right-click in the empty "Date Received" box. This will display a prompt that will allow you to indicate the actual amount received (or in this case, used).
- The office parts person indicates moved to stock on one of the bands and use the other to manage the remaining parts to the grave.
- The office parts person checks 2 parts into the tech inventory location.
- The office parts person indicates usage of the parts.