Add Components

Add the components, such as spare parts and tools, required to complete a work order.

Add components during planning when the job requires specific materials, spare parts, or tools. Linking them to the work order or operation gives the technician the required quantity, material, operation, and recipient details before execution.

  1. In the Components tab, tap the Add icon on the right side.
    The pop-up offers two ways to add components:
    • Add from BOM (Bill of Materials)
    • Add Manually
    Figure 1. Add Components


  2. If you select Add from BOM, do the following:
    1. Choose the relevant components from the list in the General, Equipments, or Functional Locations tab.
      Figure 2. Select Components from BOM


    2. Tap the Add button.
    3. In the Components screen, review the list of components.
      Figure 3. Components Screen


    4. Tap the More icon next to the component and select Edit.
      Figure 4. More Options


    5. In the Component Details screen, change any of the following details:
      • Required Quantity
      • Material
        Note:
        You can scan the barcode or the QR code next to the material to automatically populate the Material Number and Description.
      • Unit of Measurement (Automatically populates based on selected Material)
      • Category
      • Goods Recipient (Records who receives the goods, for tracking purposes)
      • Operation Number
        Note:
        The Operation Number gets displayed automatically if the work order contains only one operation.
      Figure 5. Edit Component Details


    6. Tap Save.
    7. Once all the component details are filled in, tap Done.
      In the Components screen, you can also tap the More icon next to a component and select:
      • Duplicate to duplicate the component.
      • Remove to delete the component.
  3. If you select Add Manually, do the following:
    1. In the Component Details screen, tap the Material field.
    2. Narrow the material list using the available filters — Purchase Order Text, Material Group, and Storage Location.
      Note:
      Use a filter on its own or combine it with the others. The filters work both online and offline.
    3. Select the material.
    4. Fill in the details, including the Required Quantity.

      Required Quantity must be greater than 0. If you enter an invalid quantity, a validation message appears and the component is not saved.

    5. Tap Save.

The component is added with the selected quantity, operation, and recipient information.

Review material availability, storeroom balances, planned materials, and Asset BOM information while selecting parts.

Next: when the remaining prerequisites are complete, Review Work-Order Readiness.