Attach Items to Assets for Use in Work Orders (Bill of Materials) - Asset Inventory

Attach Items to Assets for Use in Work Orders (Bill of Materials) - Asset Inventory

Users can attach items to assets in the Asset Inventory. This means that when that asset is attached to a work order in NEXGEN, you can add the items attached to the asset to the work order more easily.
Note: This feature only streamlines the process for adding items; following the steps in this article does not automatically add the items when their associated asset is attached to a work order. As of NEXGEN version 11.4, automatically adding items to work orders via an asset is not yet available as a feature.

Navigate to the Asset Inventory Module

To get to the Asset Inventory Module:
  1. From the NEXGEN dashboard, click on "Asset."
  2. Click on "Asset Inventory."

Attach an Item to an Asset

From the Asset Inventory, you can attach an item(s) to an asset so it is easier to add those assets to a work order in the future. To attach an item to an asset in the Asset Inventory:
  1. Open an asset record.
  2. On the right, locate the Items zone.
  3. Click the +Attach Items button.
  4. Select an item(s) to attach to the asset.
    1. You can use the search bar or hierarchy tree to search or filter for items.
    2. To select an item, click the checkbox next to it. You can select more than one item at a time.
  5. Click "Attach" when you have selected all the items you would like to attach to the asset.
  6. Adjust the item quantity, then click "Save."
    1. The item quantity is the estimated amount of this item you would need if you were performing work on this asset.
    2. You can mark the item as critical by selecting the Critical checkbox.
  7. The item should now be present in the Items zone.

Add Items Attached to an Asset to a Work Order

Once you've attached an item to an asset, you will be able to add items more quickly when you have a work order for that particular asset. The steps below show what this looks like.
  1. Navigate to the WO you'd like to add items to.
  2. Add an asset that has items attached to the WO.
  3. Scroll down to the Items zone of the work order.
    1. You will see that the items have not been automatically added. This is because this function simply streamlines the item adding process; it does not automate it. 
  4. Click the +Add button.
  5. To eliminate the need for excessive searching or filtering, click "Items Attached to Asset" at the top of the pop-up.
  6. View and select the relevant items.
    1. You might see multiple copies of the same item. This is because there are different instances of this item located in different physical locations.
  7. Click "Attach."
  8. A screen will appear displaying the items you've chosen to attach. Here, you can adjust the Estimated and Actual quantities that will be used for this work order.
    1. The Estimated field dictates the amount of this item that will be reserved. These will be deducted from the Available quantity. 
    2. The Actual field is the quantity of this item that you have used on the work order. This is what will dictate the actual cost of the items used.







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