Add Items to a Work Order - Work Order

Add Items to a Work Order - Work Order

Previously, adding items to work orders involved a pop-up screen where you could search for items in a list. As of NEXGEN version 12, we have added smarter features for adding items to work orders. The system will now allow users to add items to a Favorite Items list and will suggest items that have been added to work orders in the past.

This process works similarly to the checkout process on any online storefront and is intended for organizations that require users to enter in estimated quantities for items when adding items to a work order. Read below to understand more about our new Checkout feature.

Add Items to a Work Order 

Note: Work order carts are communal, not on a user-by-user basis. If you and a colleague are working on the same work order, you are also sharing the cart. You will see all the items you and other users add to the cart when working on the same work order together.
To add items to a work order record:
  1. Open or create a work order.

  2. In the work order record, locate the Items zone and click the Add button.
  3. A slider menu will open. Select items to add to your item requisition using the checkboxes.
    1. You can use the search, filter, and hierarchy tabs in the sidebar to the left to locate or narrow down your list of items.
    2. You can also use the radio buttons labelled Bill of Material, Favorite Item, Suggested, and Recently Used to further narrow your search. (See the table below for a breakdown of each radio button.)
  4. Click the blue Next button at the bottom right of the slider.
  5. Enter the date needed and the amount of each item required in the Estimated fields.
  6. Click Add to Cart. The items will then be added to your cart, which is located at the top right of the module.
Term
Definition
Bill of Materials
This replaces the Items Attached to Asset toggle. Clicking this radio button displays any items that have been previously associated to the asset(s) on the work order (i.e., attached to the asset via the Asset Inventory module).
Favorite Items
Any items you've favorited will appear here. To mark an item as a favorite, click the heart icon.
Suggested
These items are suggested by the system based on the task, item, and asset combination and whether that combination was previously used.
Recently Used
Any items you've used in the last 12 months will appear here. This is based on your own specific activity.

View Cart and Check Out

Once you've added your chosen items to your cart, you can view them using the Cart button and then request the items by checking out. To view your cart and check out:
  1. Ensure you have items added to your cart. You can tell if this is the case if there is a red number on the cart button.

  2. Click the Cart button.
  3. You will see a list of items you've added to your cart. Adjust the date and quantity required, if needed.
  4. Click Checkout in the bottom right.

  5. Clicking Checkout will take you to a screen where you can enter information such as:
    1. An Account Number
    2. Department and/or Division
    3. A priority level
    4. Whether you are ordering for someone else and who that party is
    5. Whether you are picking up from the warehouse or would like the item(s) shipped out
    6. The date you need the item(s) by
  6. Click Done when finished.
  7. Click Ok to confirm that you are finished with checkout.
  8. The screen will display the inventory requisition number(s) generated from the checkout process. Click any of the blue numbers to be taken to that IR record in the Inventory Requisition module.

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