Before you begin
For a part to be added to a scheduled maintenance record, it must already exist in Supplies > Parts and Supplies.
Version: v5 and v6 (what does this mean?)
Plans: All plans
Adding a part to a scheduled maintenance record allows you to set a suggested quantity for that part on generated work orders.
To do this:
- Navigate to the scheduled maintenance record you want to add a part to in Maintenance > Scheduled Maintenance.
- Click the Parts tab:
- Click the Add icon (
) at the bottom left of the tab.
- Click the arrow next to the Part/supply field or type into the field to search through your part records:
- Select the stock you want to use from the list.
Note
A stock is a quantity of parts at a specific location. Each part may have different stock levels at different locations. If you do not have any stock records yet, you can create one by clicking New at the bottom of the list. - Enter the suggested quantity of parts.
- Click OK.
- Click Save in the top menu bar.
Work orders generated by this scheduled maintenance record after saving will now display this part and its suggested quantity in the Parts tab.