Disbursing Parts

The term "disburse" refers to the act of removing a certain number of units from a Lucity Parts Inventory because they are being used to perform work. When a Part is disbursed, Lucity both removes the designated quantity from the Parts Inventory and updates the Work Order with the related cost of the part.

In the Work Orders module, expand the Work Order for which you want to disburse a Part.
In the Tasks grid, expand the desired Task.
Use the button to add a Resource record to the Materials or Fluids grid.
On the Resource form, enter the number of Units that are needed to perform the work.
Click the button to save the record. If the Part exists in more than one location, the following pop-up appears:
- The Needed box indicates the amount of the item you indicated on the Resource record.
- The Allocated box shows how many of those items have been reserved for the work. (This number will change as you complete Step 6, below.)
- The white fields at the bottom of the pop-up correspond to a Warehouse Location that stores the part.
Identify a Location from which you would like to disburse the Part, and, in the box to its left, enter the desired quantity.
If needed, repeat Step 6 to disburse some of the Parts from other Locations.
When the quantity in the Allocated box is equal to that in the Needed box, the Disburse Parts button will be enabled. Click Disburse Parts to issue the Parts from the selected Warehouse Location(s) and return to the Resource form.
Important: This process may vary or not be required at all, depending on various Work Options. Review the following sections to better understand these options.

At times, employees may need an additional quantity of a Part that has already been disbursed.

In the Work Orders module, expand the desired Work Order record.
In the Tasks grid, expand the relevant Task.
Open the existing Material or Fluid Resource record.
Overwrite the existing quantity in the Units field with a new, greater value.
Click the button to save the record. The Parts Disbursement pop-up appears, listing only the quantity of the Part that exceeds the initial disbursement:
Identify a Location from which you would like to disburse the Part, and, in the box to its left, enter the desired quantity.
If needed, repeat Step 6 to disburse some of the Parts from other Locations.
When the quantity in the Allocated box is equal to that in the Needed box, the Disburse Parts button will be enabled. Click Disburse Parts to issue the Parts from the selected Warehouse Location(s) and return to the Resource form.
Important: This process may vary or not be required at all, depending on various Work Options. Review the following sections to better understand these options.

Important: This process varies, and may not appear at all, depending on various work options. Review the following sections to better understand these work options.

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.
Disburse	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.
Cancel	Cancels the disbursal and takes the user back to the Resource record form.