The work order sourcing option is useful when you want to assign a work order task to
agents who already have the required parts in their stockroom or to a specific agent who
needs you to obtain the parts for them.
The sourcing option shows the full list of tasks and part requirements to source for
a work order or task. For each task, the agents and stockrooms that have the
required parts are listed. Also, the skills and parts required for each task are
displayed. Select an agent to see if the agent has the skills and parts required for
the task. The time slots during which the agent is available within the work order
window are shown to help you schedule task work efficiently.
Open a work order.
Open a work order task that is not in Closed or
In the Source Work Order list, click a work order task.
The Agent field under Agent
info is populated automatically based on information
provided in the work order task.
To specify a different agent, click the reference lookup icon ().
Only agents that meet the criteria in the work order task are available for
selection. The system populates the Skills and
Parts fields automatically, based on the agent
specified. If a not available icon () appears next to a part, the specified agent either does not have
the part or does not have enough units of the part to complete the task.
Point to the icon to obtain information about how many units of the part are
needed and how many units the agent has in their stockroom.
To filter agents and reserve parts, click the arrow next to Agent
info to expand the section.
- Select the skills and parts options to filter the agents.
- Select Reserve parts in agent stockroom to
reserve parts located in the specified agent's stockroom. This
automatically sources the parts already present.
In the Date field, select the date on which the work
should take place.
If the agent is available on the date specified, the
Assign button appears in the
If necessary, you can update the Scheduled start and
Scheduled end fields in the Task
- If you change the Scheduled start and
Scheduled end fields in the
Part Requirements section at the top of
the screen, the corresponding fields in Task
info are also changed. If you make changes to the
fields in the Task info section, the
corresponding fields in the Part Requirements section are not
- Any edits to the Estimated travel duration,
Estimated work duration, or
Scheduled start time fields on the Task
form appear automatically in Task info.
To revert your changes to Agent Info, click
You cannot use Refresh after you have saved the
The agent is not assigned until you save the record.
Source any parts the specified agent does not yet have reserved. In the left
pane, select a part from the list of part requirements under the task.
Click Source Part and complete the transfer order.