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Add Parts to a Vendor
1. Select Vendor from List view (or search by vendor information) 2. Click Add button on Parts blue band 3. Select a single part (or multiply parts) from pop up window and click on Attach button
Add Parts to a Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click Add button on RHS of Parts blue band Select part(s) to add Click Attach Enter Estimated Units Click Attach
Add Parts and Attach to an Asset in Parent PdM
Go to Maintenance > Predictive Maintenance Open parent PdM record Click + Add button on RHS of Parts blue band Select part(s) to add Click Parts Attached to Asset checkbox Click Attach Enter estimated units Click Attach
Add More Parts to Child PdM
Go to Maintenance > Predictive Maintenance Open child PdM record Click on dropdown arrow on RHS of part row Click Add More Enter additional units Click Save
Add New Purchase Requisition (Controlled Inventory = TRUE)
Set 'Controlled Inventory = TRUE' Go to Settings > Setup > Company Options > Inventory Click on Edit at the top RHS of the screen Set 'Controlled Inventory = TRUE' Click on Save Add New Purchase Requisition Go to Maintenance > Work Order Click on any ...