Adding Parts to Work Orders

The Parts tab within a Work Order is used to define the materials required to complete the maintenance activity. Parts can be added manually, imported from maintenance tasks, or sourced from inventory. Once parts are added, Samurai provides visibility of stock availability at the Work Order's default warehouse and allows stock to be reserved against the Work Order.

Adding a Part

To add a part to a Work Order:

1. Open the Work Order.
2. Select the Parts tab.
3. Click Add Part.
4. Search for and select the required inventory item.
5. Enter the required quantity.
6. Select the appropriate Expense Code if required.
7. Save the Work Order.

The part will be added to the Work Order and displayed in the parts list.

For each part, Samurai displays:

• Part Number
• Description
• Source Warehouse
• Available Stock
• Supplier
• Expense Code
• Quantity Required
• Estimated Cost
• Current Status

Understanding Part Statuses

As parts move through the inventory workflow, their status will update automatically.

Common statuses include:

Reserving Stock

Once all required parts have been added, stock can be reserved against the Work Order.

To reserve stock:

1. Review the available stock shown in the Source column.
2. Click Order Parts.
3. Samurai will reserve available stock from the default warehouse.
4. The part status will update to Reserved.

When stock is reserved:

• Stock On Hand remains unchanged.
• Available Stock decreases.
• Reserved Stock increases.
• The inventory is allocated exclusively to the Work Order.

This prevents the same inventory being allocated to multiple Work Orders.

Source Warehouse

Each department can be configured with a default warehouse.

When a part is added to a Work Order, Samurai automatically checks stock availability in the department's default warehouse and displays the available quantity in the Source column.

Example:

WAREHOUSE
Cadia: 15 available

If insufficient stock exists at the default warehouse, the available quantity will be highlighted and the user can request stock from another warehouse.

Finding Stock

The Find Stock button allows users to locate stock availability across all warehouses.

This provides visibility of:

• Available stock at other warehouses
• Alternative stock locations
• Potential transfer sources

Stock availability is displayed in real time based on current inventory levels and existing reservations.

Once stock has been reserved or a transfer request has been created, the Find Stock option may be disabled to preserve inventory integrity.