Controlling Part Disbursal Location
Organizations often have multiple warehouses in which they store parts, and often, a part is stored in multiple locations. In Lucity, each Part record identifies its default Warehouse Location—that is, the one it is most often pulled from.
Agencies might also keep an active store of certain parts in certain vehicles, which, in Lucity's terms, are considered "Mobile Warehouses" or "Rolling Warehouses." Because such vehicles appear as Warehouses in the Parts module and also as Equipment in the Work Order system, users can attach them to Work Orders as Resources. Then, when a user disburses Parts, they have the option to pull the items from any Location--including a mobile one--that stores the Part.
Setup
There are several Work Options that allow administrators to control how the Work/Parts integration disburses Parts:
- "Always Use Part's Default Location" - Directs the system to automatically assume Parts should be disbursed from their default Location.
- "Force Disbursal from Mobile Warehouses" - Directs the system to automatically assume Parts should disbursed from the Mobile Warehouse attached to the Work Order, if applicable. When enabled, this option overrides the "Always Use Part's Default Location" setting.
- "Use Part Warehouse Security" - Allows administrators to control which Warehouses individual users can disburse Parts from. If a user does not have access to a Warehouse, he or she cannot disburse from it. More information about Warehouse security
How It Works
Click on the scenario links below to learn how Lucity responds to parts disbursal settings.
Scenario 1: "Always use Parts Default Location" is and "Force Dispersal from Mobile Warehouses" is
Scenario 2: "Always use Parts Default Location" is enabled and "Force Dispersal from Mobile Warehouses" is
Scenario 3: "Always use Parts Default Location" is and "Force Dispersal from Mobile Warehouses" is enabled.
Scenario 4: "Always use Parts Default Location" is enabled and "Force Dispersal from Mobile Warehouses" is enabled.
Using Mobile Warehousing With Finance Enterprise (FE) Stores Orders/Work Orders Integration -new addition to this topic
Agencies who are integrated with FE can associate an FE Warehouse with a Lucity Work Order using the CS Warehouse ID field. You can then achieve mobile warehousing during the FE Stores Orders/Work Orders integration by designating a CS Warehouse ID on an Equipment Setup record that you select as an Equipment Resource on a Work Order.
More information about the FE Stores Order/Work Orders integration.