Searching and Viewing Issued Items

Issued items are the asset parts or materials that are issued during a work order or a direct charge to complete work on a repair. The Advanced Search Options - Item Issue lets you use the multiple search options to search and display the items issued for an asset repair.

Tip

To view the Advanced Search Options - Item Issue page, click the Advanced Search Options - Item Issue  link.

To search the issued items

1.    Click the Maintenance module.

2.    In the Actions section, click Search Issued Item.

3.    In the Advanced Search Options - Item Issue section, specify the following search parameters:

a.    In the Asset Number box, type the asset number for which you want to search the items issued.

b.    In the Class list, select the asset class.

c.     In the Date From and  the Date To fields, type or select a date from the calendar for which the part was issued.

d.    In the Item Number box, type an item number to search the item issued.

e.    In the Item Name box, type the item name.

f.      In the Group list, select the repair group.

g.    In the Component list, select the repair component.

h.    In the Year box, type the year of manufacture of asset.

i.      In the Make list, select the asset make.

j.      In the Model list, select the asset model.

k.     Optionally, if you know the exact asset number or item number, select the Exact Match check box to exactly match the search result with the search parameters.

4.    Click Search.

The Search Results grid displays the parts issued based on the search parameter with the following information for each item:

o      Item Number

o      Storeroom

o      Item Name

o      Year

o      Make

o      Model

o      Class

o      Technician

o      Asset Number

o      Organization

o      Document Number

o      Issue Date/Time

o      Quantity

o      Issue Price

o      Extended Cost

Navigation Tips:

  • To expand or collapse the grids in the search window, click to the right of the title bars.
  • To move the grids in the search window, drag a grid to a desired location. To save the position of the grid, click the icon. The position of the grids will be the same next time you open the search window.
  • To sort the search results displayed in a column by any category, click the column header.
  • To browse through the search results, use the arrows in the upper part or the lower part of the search result grid. You can also specify whether to display the entire search result or ten results at a time.
  • If there are too may results to display, the search returns an error message as The search results exceed the maximum number of records allowed. Only the first ‘x’  records are being shown. Please refine your search criteria if the record for which you are searching is not in the list returned. You must narrow your search to display targeted results.
  • To export the search results to a spreadsheet, word document, or CSV file, click the appropriate export link on the upper-right corner of the search results grid.

 

Exporting the Search Results Grid

You can export the Search Results grid in the following formats:

·       Microsoft Excel (.xlsx)

·       Microsoft Word (.docx)

·       Comma-Separated Values (.csv)

To export the search results grid

1.    Click the Microsoft Excel ( ), Microsoft Word ( ), or Comma-Separate Value ( ) icon in the upper-right corner of the Search Results grid.

The File Download dialog box opens prompting you to Open, Save, or Cancel.

2.    Click Save.

The Save As dialog box is displayed with the File Type of the selected format.

3.    Browse to the desired location, specify a file name, and then click Save.

The Search Results grid is saved in the specified format at the specified location.

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