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Add Contacts to a Vendor
1. Select Vendor from List view (or search by vendor information) 2. From Contacts section on RHS, click on Add button 3. Enter all the details in pop up window and click Save (NOTE: All fields with asterisk * are mandatory. Contact will not save ...
Quick Add - Work Order
Using the Quick Add filters, users can create work orders according to certain filters (Department, Type, Main Task, Priority, etc.). Filters can be saved to create a work order with the same information the next time. Filters are saved per user ...
Add Parts
Go to Warehouse > Purchase Order Open an Existing PO Under Part List Zone, click on Add button Select Part from the list and click on Attach Enter the Quantity Ordered and click on Attach
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