Add Parts

You can add parts to any maintenance task to record the items needed to complete the work. These parts support planning, costing and stock control. When a task is later used to create a work order, all required parts are copied across automatically.

How parts behave when generating work orders

When a work order is created from a task, all non optional parts are copied to the work order so the technician receives a complete and accurate list of required materials. Optional parts remain only on the task and are not shown on the generated work order.

Part fields

Field Description
Part Number Usually the OEM part number for the item and used to identify the exact component.
Description A clear description of the part.
Parts Cost The cost of one unit of the part at the time of pricing.
Pricing Date The date the pricing applied. Useful for tracking supplier price changes.
Qty The quantity required to complete the task.
Optional Indicates if the part is required or optional. Optional parts are not copied to work orders created from the task.