Streamlining Work Order Part Planning

An enhancement is made to help maintenance planners streamline part planning for work orders. It is available in the coming R2024f release in December 2024.  

• Maintenance planners can quickly browse parts for a work order by bill of material for assets, or by asset item.
• The bill of material can be configured in asset module. See this blog.
• Parts used for a work order asset can be browsed for selection.
• Finally, inventory parts can be searched for use in a work order.

 1. Start Part Planning

Part planning for a work order can be started by clicking the "+" (new) button in planned part list in the Planning tab for a work order.

• Parts defined for the work order asset is searched.
• If there are no parts defined by asset, parts defined for the asset item of the work order asset is searched.
• If there are no parts for the asset item, asset usage list is listed.
• Inventory is listed if there are no usage history.
• The process is automated to streamline the part planning.
• Planners can select a source to browse by the menu: a) By Asset Item; b) By Asset Usage, and c) Pick Other (for inventory).

 Additional Resources

• When to Choose Asset Spare Parts (BOM) by Asset
• Asset Setup
• Asset Item and Bill of Material (BOM)
• How to Use Class and Class Attributes
• Inventory Setup
• User Guide and Admin Guide (customer account required)
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo