Requesting and receiving required parts

Get the parts you need to complete the assigned work order tasks.

The process to get the required parts to complete work order tasks is as follows:

• Create a part requirement request: After a work order task is assigned, create a request to source parts required for the task.
• Transfer parts to your inventory from available locations: A transfer order is created automatically when you create a part requirement. Each transfer order consists of an auto-generated transfer order line and a transfer order line task. The transfer order line task helps move a transfer order line from one stage to another such as fulfillment, shipping, delivery, and receipt. The system automatically creates multiple transfer order line tasks one after another when you close the first task of fulfilling an asset requirement.
• Access parts that are available in your stockroom: Assets or parts are kept in stockrooms until they are needed. Stockrooms are categorized based on the user’s personal stockroom and assignment group type. Managers and agents of the contractor companies are assigned to personal stockrooms and group stockrooms, and can check the availability of required assets.
• Pick up parts: Pick up parts from the stockroom and then record them as delivered.