Admins can save time on adding the same parts to the same work orders on a regular basis by using this feature. This allows admins to forecast parts usage and begin budgeting with a higher degree of confidence and accurately consume inventory.
Notes on Parts in PM triggers
Creating a new trigger
When creating the trigger, you have the option to add parts to the trigger. These parts will be applied to each work order created from the PM trigger.
When editing a trigger
If a trigger was created with or without parts, this can be modified at any time in the future.
Updating the trigger to include parts will update CURRENT, OPEN work orders and FUTURE work orders (impacting the trigger from this point in time and forward; it does not apply retroactively).
When a work order is triggered from the PM trigger, the parts are immediately deducted from inventory (so this is based on when the WO in a trigger is CREATED).
Adding Parts to a Trigger
1 - Under the organization section, there is a Parts section! Just as you would adding parts to a reactive work order, you can add parts to the PM trigger.
2 - Select the parts you need
3 - Adjust your quantities for each part!
4 - Finish creating the rest of your trigger and save!