Issuing parts to work orders, equipment, or projects - HxGN EAM - 12.0.1 - Help - Hexagon

If you have selected FIFO or LIFO as your pricing method, the system calculates the transaction price of issues to work orders, equipment, or projects using the R5FIFO table, rather than retrieving the base price from the R5PARTS or R5STOCK table.

1. Select Materials > Transactions > Issue/Return Parts.

   Transaction Type is automatically populated with Issue to enable issue functionality.

2. Specify this information:

   Store - Specify the store from which to issue parts. If a default store is defined for the current user,Store is automatically populated with the user’s default store.

   Choose one of the following options to issue to a work order, piece of equipment, or project:

   Option	Description
   Issue to a work order	Specify the Work Order-Activity. Equipment, Equipment Org., Project-Budget, Cost Code, and Department are automatically populated from the work order, as well as the Material List or Pick Ticket if they have been associated with the Activity.
   Issue to a piece of equipment	Specify the Equipment. Cost Code and Department are automatically populated. If the selected Equipment is associated with a multiple equipment work order, then Equipment Org. and Related Work Order are also populated. If you select All Equipment for Equipment and you are issuing a By Asset part, then Transaction Details is cleared.
   Issue to a project	Specify the Project-Budget and Department.

   Date - Modify the date on which to make the issue.

   Department - Specify the department of the store, work order/activity, project/budget, or equipment. Department is automatically populated if you have selected a work order/activity or piece of equipment.

   Issue To - Specify the code of the employee to whom to make the issue.

   Reference Number - Specify a reference number for the issue. The reference number is simply an internal reference number that is not used by the system for any validation.

3. Specify the following to issue a work order:

   Material List - Specify the material list from which to issue. If a material list is already attached with the selected work order/activity, Material List is automatically populated in the Issue From/Return To section, and the Material List hyperlink is enabled in the Transaction Details section. You can modify Material List as necessary when the parts on the material list have been added to the Transaction Details list.

   Pick Ticket - Specify the pick ticket from which to issue. If a pick ticket is already attached with the selected work order/activity, Pick Ticket is automatically populated in the Issue From/Return To section and the Pick Ticket hyperlink is enabled in the Transaction Details section. You can modify Pick Ticket as necessary when the parts on the pick ticket have been added to the Transaction Details list.

   Pick tickets are not available for issuing parts to a project/budget.

   If the selected WO-Activity associated with the Pick Ticket is a multiple equipment work order, then Equipment is automatically populated with WO Header Equipment.

4. Choose one of the following options in Actions:

   • If the parts have been included on a material list, click Material List

   • If the parts have been included on a pick ticket, click Pick Ticket.

   • If purchased parts were delivered and are ready for distribution, click Held Items.

   • If stock parts are reserved for this work order, click Reserved Items.

5. Specify these transaction details:

   Part - Specify the part to issue. The available quantity, the bin location, and the lot number are shown. Change the bin location and lot number as necessary. Available Qty. is automatically populated with the sum of the quantities of the part in all the bins in the selected Store minus any quantity of the part that is currently allocated to any work orders.

   If the part to issue is tracked by asset, Track by Asset is automatically selected, and 1 is specified as the Transaction Qty., and you must specify a value for Asset ID for the part. Available Qty. is populated with the total quantity of the part that is currently available.

   Available Qty. UOM and Transaction Qty. UOM are automatically populated.

   You cannot specify a Transaction Qty. greater than 1 when issuing parts tracked by asset. If you want to issue multiple quantities of a part tracked by asset, you must add the part tracked by asset to the Transaction Details list on individual lines with a Transaction Qty. of 1 until you have reached the number of the part tracked by asset that you wish to issue for the transaction. Track by Asset is hidden by default.

   If the part to issue is tracked as part of a kit, a single transaction line is created for the kit.

   Lot - Select the lot from which to issue the part. Expiration Date, Serial Number, and Manufacturer Lot are automatically populated.

   Condition - Specify the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, Condition is automatically populated.

   Bin - Select the bin from which to issue the part. The default bin is specified for the part if applicable.

   When you select a Bin, the Available Qty. is updated with the quantity of the part in the selected

   Bin minus any quantity of the part that is currently allocated to any work orders from that Bin.

   Transaction Qty. - Specify the number of parts to issue. The Available Qty. of the part is automatically specified if applicable.

   Print Qty. - Specify the quantity of the label(s) to print for the part to receive.

   The system automatically sets the Print Qty. based on the setting of Label Printing Default on the Stores tab of the Parts form:

   Option	Description
   If set to No Labels	Print Qty. is null.
   If set to Single Labels	Print Qty. is set to 1.
   If set to Label for Each Item	Print Qty. is equal to the Receipt Qty., but you can modify the Print Qty. as necessary. Updating Print Qty. does not affect the Receipt Qty.

   Print Core Return Qty. - Specify the quantity of the core return label(s) to print.

   Core Return - Select this check box to indicate the part being issues is core tracked and should be returned to the core.

6. Click Add to List.

   The Transaction Details list acts as a buffer to temporarily store the parts to issue without actually issuing them until the transaction is submitted. You can add/remove parts for the issue as necessary before submitting the transaction and saving the information to the database. Click Add Part to add additional parts to the issue. To remove a part from the Transaction Details list, select the part record to remove from the issue, and then click Remove from List.

   Additionally, you can also update information in the Issue To/Return From and the Issue From/Return To sections for the transaction as necessary before adding records to the Transaction Details list.

7. Optionally, specify these part failure options:

   Failed Qty. - Specify the quantity of the part that failed.

   Part failures are not allowed on an issue for parts tracked by asset.

   Date Failed - Specify the date the part failed.

   Problem Code - Specify the code of the problem for the failed part.

   Failure Code - Specify the reason that the part failed.

   Action Code - Specify the action taken to correct the problem.

   Cause Code - Specify the problem cause code.

   Failure Notes - Specify comments about the failure.

8. Click Submit Transaction. The part(s) is issued and a stock transaction of type I is created for the issuing store with a negative quantity for the issue.

9. Optionally, to print labels for the issue transactions, click Print Label(s), and to print labels for the core return transactions, click Print Core Return Label(s).

10. Optionally, to record a stockout for a part, select the part, and then click Record Stockouts.