How You Edit Asset Parts List

The asset part list helps you plan your maintenance activities ahead of time by defining a list of replacement items for your asset. You can group the materials you add to a part list as not fully tracked, such as rivets, bolts, gaskets, to name few, or asset-track components, like filters, pumps, valves, which historically you know are material requirements to repair your assets.

When you create parts list for an asset, you can reference it when you create or edit a maintenance work definition. Additionally, you can reference the parts list as the source for an operation item in Work Execution, if the items are enabled for your each of your respective maintenance organizations.

You can define the parts list for an asset by adding a new item to the parts list on searching and selecting an item from the item repository. The item must be different than your asset item and must be enabled for each maintenance organization in which you intend to perform maintenance. Optionally, when you search for the item, you can expose the organization and organization name fields for the results. You can then choose an item by its organization relationship, but you can add at the master organization level. If you add an item that is for a specific organization, and if any assets have been created based on that same item, the Asset Item column shows a checkmark icon. When added to the list, there's a final column with checkmark icon that lists the maintenance organizations for which the item is enabled. This quickly confirms if the item you select supports maintenance in each your maintenance organizations.

You can perform the following edits to the parts list of an asset in the Parts List tab on the Edit Asset page:

• Add new items to the parts list

• Edit the quantity and UOM of the existing items in the parts list

• Remove existing items from the parts list

When adding new items to the parts list, you can also copy items from an existing asset. Consider the following points when copying the parts list items from an existing asset:

• Any duplicate items in the parts list are ignored. If the parts list to which the items are being copied contains any duplicate item, then that item isn't copied.

• You can copy the parts list items from an asset that's already inactive.

• You can copy the parts list items from multiple existing assets.

Parts list items are always in the context of an organization. Therefore, we recommend adding parts list items at a master organization level if you plan to use them in work definitions and maintenance work orders. The items must also be setup in each of the child organizations in which maintenance work orders are used. When parts list items are searched and selected in a maintenance work definition or a work order operation, the item picker on these pages confirms that the item is enabled for the contextual maintenance organization. If not set up, then they aren't returned or allowed in the work order definitions or the work order operations.

When adding a parts list item, the item picker allows for additional columns to view added using the view drop down. You should add the organization name and organization description columns. When searching for an item, you can then easily select an item at the master organization or child organization level, as required. Additionally, after a parts list item is selected a check mark icon may display in the final column. If displayed, then the parts list item is enabled for one or more child organizations that can perform maintenance. Hovering over the check mark icon renders a dialog box that lists the maintenance organizations for which the item is enabled.