Log Install
Log Install is the tracking of the instance of part install transaction to record parts used from inventory or part orders as well as keep site asset configurations up to date. Based on your requirement, you can install a part from either part catalog or part order or inventory. Installing a part from ‘Part Catalog’ enables you to select the desired part from the list of all the parts from Business Unit, while installing a part from inventory enables you to select the desired part from a list of parts that belong to the inventory associated to current case.
You will be able to install a part from part order only if:
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The part order is in ‘Shipped’ condition.
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The part order is associated to work order.
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The work order is assigned to FE.
Steps:
1). Open the work item for which you want to install part.
2). On the toolbar and on the Log menu, click
Install.
3). In the Log Install window, the Logged By and at: fields display the logged in user and current time respectively. This data is read only.
4). From the Use Part From dropdown list, select:
• Part Catalog if you want to select desired part from a list of all the parts from the complete Business Unit
• Inventory if you want to select desired part from a list of parts that belong to the inventory associated to current case.
• Part Order if you want to select a part that belongs to a part order that is in ‘Shipped’ condition, and that the part order belongs to an assigned work order for current case.
5). In the Part Number field, select desired part through advanced field search or click on Search button to select the desired part.
6). The Revision and Description fields display data automatically based on the selected part. This data is read only.
7). If you have selected a serialized part, then enter the Serial Number for the part or if you have selected a non-serialized part, then enter the Quantity.
8). From the Bill-To dropdown list, select the option based on whom you want to bill to.
9). If you want to update current part in site assets list, check Update Site Asset check box.
10). If you want to install current part as a parent then, check Install at Top Level check box .
11). If you want to install current part as a child then, in the Install Under field, enter desired part under which you want to install current part.
12). If you want to temporarily install current part, check Temporary Install check box.
13). In the Install Date field, enter date and time at which you have installed current part.
14). In the Part Status field, enter .
15). In the Asset Tag field, enter asset tag if you have selected part from part catalog. If you have selected part from Part Order or Inventory, then the field automatically displays data.
16). In the Notes field, enter any information (if required).
17). On the toolbar, click:
a). Save to save the install log you have just created.
b). Cancel if you do not want to save the Log Install you have just created.
c). Help to view the context sensitive help file for the Log Install window.