Add an Item List

You can add an item list containing a list of items for a specific asset number, asset year-make-model, or asset class, repair type and asset organization. The item list is displayed on the Inventory tab when you create a work order for a similar asset, repair, and organization.

Tip

To view the Add Item List dialog box, click the Add Item List link.

To add an item list

1.    Click the Inventory module.

2.    In the Actions section, click Manage Item List.

3.    Click the Add Item List link.

The Add Item List dialog box opens.

4.    In the Association Type list, select an association type for the asset.

Association type includes the asset number, asset year-make-model, or the asset class.

5.    In the Repair Information field, select a repair type for the item list.

a.    Click the Group search filter to display and select the repair group.

b.    Click the Component search filter to display and select the repair component.

Note:

·       To clear the values selected in the Group, and Component search filters, click Clear Filters.

·       To page through the list, use the arrows at the bottom of the panel.

6.    In the Organization field, select the asset organization.

Note: You can use the arrows available to select or remove the asset organization.

7.    Click one of the following:

o      Save to save the information and close the dialog box.

o      Save & New to save the information and add another record.

o      Cancel to disregard any changes and close the dialog box.

8.    In the Associated Items section, click the Add Associated Items link to add assets to the item list.

9.    In the Items section, click the Add Item link to add items to the item list.

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