Disbursing Parts
The term "disburse" refers to the act of removing a certain number of units from an EAM Parts Inventory because they are being used to perform work. When a Part is disbursed, EAM both removes the designated quantity from the Parts Inventory and updates the Work Order with the related cost of the part.
Parts disbursement requires three steps. The user must:
- add a Material or Fluid that is linked to a Parts Inventory to a Work Order Task as a Resource;
- indicate the number of Units of that item that are required; and
- save the Resource record.
When they do, a pop-up appears in order to facilitate the Parts disbursement:
|
1 Disbursal Info |
Indicates the number and type of item that will be issued in relation to the Work Order. |
|
2 Quantities |
Indicates how many items are required and how many are items are currently reserved for the work. |
|
Needed |
Identifies the quantity of items requested in the Units field on the related Material or Fluid Resource record. |
|
Allocated |
Identifies the total number of items the user has chosen to disburse from all Warehouse Locations. |
|
3 Locations |
Lists all of the Locations within a Warehouse (highlighted in green above) that have the part and displays the Available Quantity (highlighted in orange above) of that Part at each Location. Use the boxes to the left to enter how many parts should be disbursed from each location. |
|
|
Issues the Parts from the selected Locations. The user can only perform this action when the value in the Allocated field equals the value in the Needed field, which indicates that all of the requested parts have been located. |
|
|
Cancels the disbursal and takes the user back to the Resource record form. |
How to increase the number of Parts disbursed
More information about modifying this process by controlling the Part Disbursal Location
More information about modifying this process by preventing negative Part quantities