In this tab you fill in the list of items necessary and used for the work order.

 

Necessary items

The items required to perform the work order are to be filled in on this list.

At the time of work order validation (or when saving a validated work order):

• A purchase request or an order (depending on the selected "Type of purchasing generated by work orders" setting) stemming from a work order will be created automatically for items where the supplier is stated.
• Other items will be reserved (whether the warehouse is specified or not).

 

From the creation menu , choose:

1. Multiple creation, to add one or more items referenced in CARL Source
   → The list of items is displayed; tick the ones you want to add.
   
   
2. Or the creation of a line, to add an item not necessarily referenced
   → A line is opened in creation mode.

 

• Item: Identifier of the item in CARL Source. If you add an item not referenced in CARL Source, do not fill it in.
• Supplier/warehouse:
  • If the item is managed in stock, you may need to enter information for a warehouse
    → on confirmation, this will generate a reservation on inventory.
    The warehouse is required in the event of a reorder by a warehouse.
  • Otherwise, you must enter a supplier
    → a purchase request will be created on confirming or saving.
• Name: You must fill in this name or the supplier reference to specify the need if the item is not referenced in the system. Otherwise, the name is initialized with that of the referenced item and cannot be changed.
• Supplier ref: Supplier reference of the item. Filled in automatically if it is included in the application for the selected item/supplier link.
• Planned date: Expected delivery date. Calculated by the application according to the time needed to procure the item from the supplier.
  Planned date = Today's date + + supply lead time.
• Discount: Discount applied by the supplier for this item.
• Quantity: Number of copies of the item required for the work order.
• Unit: Unit in which the quantity is expressed.
• Total exc. tax: This is the total amount of the item Excluding Taxes. It is automatically calculated if the terms of item purchase from the specified supplier are known in CARL Source, but you can change it. It is not filled in for reserved items.
• PR/PO: used to access the purchase request generated for this item. If there has not been a PR, the PO is displayed.
• Resources needed: Free text referring to all the supplies of the work order (to be filled in before validation of the work order; see Work order: View the estimate).

 

Item consumption

Consumption only concerns items withdrawn from inventory. The process for other items is covered by the Purchasing process.
Consumption generates a withdrawal inventory movement.

 

Case 1: Consumption of a reserved item

1. Click on the add icon
   
   
2. Select "Search for reservations"
   → The list of reserved items is displayed.
   
   
3. Select the items that you have consumed and then confirm.

 

Case 2: Consumption of a non-reserved item

1. On the add menu , choose:
   • multiple creation
     → The list of system items is displayed for selection.
   • or the creation of a line
     → A line is added in creation mode.
     
     
2. Fill in the items withdrawn from inventory for the work order.

 

 

• Date: The consumption date of the item and therefore of the generated inventory movement, initialized with the current date, but it can be changed.
• Item: Identifier of the item consumed; required.
• Name: Name of the item.
• Quantity: Quantity consumed, initialized with the reserved quantity, but it can be changed.
• Warehouse: Warehouse from which the item was withdrawn.
• Location: Location where the item was taken.
• Asset/Lot number: If the item is part of a series or is managed in batches.
• Agent: Author of the inventory movement. Initialized with the connected user, but can be changed.
• Comment: By clicking on you can fill in an optional comment.