Source parts for an Enterprise Asset Management work order or work order task

If the enterprise asset that is associated with your work order or work order task is missing any required assets or parts, source them using a catalog request.

Avant de commencer

Role required: sn_eam.enterprise_asset_manager or wm_agent

Important :

Although you can use either the sn_eam.enterprise_asset_manager or wm_agent role to create catalog requests, you can use only the sn_eam.enterprise_asset_manager role to source those requests.

Pourquoi et quand exécuter cette tâche

You can verify which assets or parts are missing using the Part Requirements tab on the work order or work order task. For more information on part requirements, see Create a part requirement for an Enterprise Asset Management work order or work order task.

You can specify parts requirements that you want to source instead of sourcing all parts requirements.

Procédure

1. From the Enterprise Asset Workspace, open the Work management view.
2. Open the record for either the work order or work order task that you want to source parts for.
   • To open a work order record, select the Work orders tab. From the list of available work orders, select the work order that you want to source parts for.
   • To open a work order task record, select the Work order tasks tab. From the list of available work order tasks, select the work order task that you want to source parts for.
3. On the work order or work order task record, select Source Parts Request.
   The Source parts request dialog box opens. All part requirement models that have still not been requested are listed and selected by default.
4. Enter the quantity that you want to request in the Request quantity field.
   The quantity you enter can be greater than the required quantity.
5. Select OK.
   A confirmation message appears, indicating that a corresponding catalog request has been created only for the selected parts requirement.
6. From the left navigation menu of the Enterprise Asset Workspace, open the Asset operations view.
7. On the Lists tab of the Asset operations view, navigate to Procurement > Requests.
8. Select the request for the assets or parts that you need to source.
   The catalog request record opens. You can verify the assets or parts that you need to source by using the Requested Items tab of the catalog request record.
9. On the Catalog Tasks tab of the catalog request record, select the task number for the Source Request Items catalog task.
   The Source Request Items catalog task opens.
10. Select Source request.
    You are automatically redirected to the corresponding source request.
11. Source the required assets or parts using one or more of the following options:
    Remarque :

    The source request displays all assets and parts that need to be sourced. However, you must source each asset and part separately.

    • Local stock: Option to consume assets or parts from a local stockroom.

      To use this option, click Consume on the Local stock widget. When prompted, specify the consumption details for the source request.

    • Transferable stock: Option to transfer assets or parts between available stockrooms or to a location where the requester can receive those assets or parts.

      To use this option, click Transfer on the Transferable stock widget. When prompted, specify the transfer details for the source request.

    • Vendor purchase: Option to purchase additional assets or parts from a supported asset vendor.

      To use this option, click Purchase on the Vendor purchase widget. When prompted, specify the purchase details for the source request.

12. Select Submit.
    The Source Request dialog box opens.
13. In the dialog box, select OK.
    The dialog box closes and you automatically return to the catalog request record.